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| Provider | Service type | Compensation |
|---|---|---|
DIETRICH & ASSOCIATES1 year Filed as: DIETRICH ANNUITY Service code 16 1000 GERMANTOWN PIKE, SUITE K-1 · PLYMOUTH MEETING, PA 19462 | Consulting | $30,000 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN BROTHERS HARRIMAN Service code 21 · EIN 13-4973745 | Bank Trustee | $22,730 |
Service code 11 · EIN 04-2530412 | Actuarial | $13,095 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $893,103-100.0% | $893,103-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 63.2%-63.2pp | 34.7%-34.7pp |
| Annual return | 3.77% | 10.64%-6.9pp | 10.53%-6.8pp | 12.28%-8.5pp |
| Employer contribution / active EE | $0 | $35,145-100.0% | $32,400-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $47,656-100.0% |