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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 13-5160382 | Securities Custodian | $100,157 |
ARDITO, TOSCANO & MCCOLLUM, PC8+ years Service code 10 · EIN 04-2774968 | Accounting | $36,713 |
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $36,100 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -17.67% | -3.51%-14.2pp | -5.12%-12.6pp | -5.25%-12.4pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |