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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $92,291 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | - | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 15.3%-15.3pp |
| Annual return | 10.68% | 7.00%+3.7pp | 11.15%-0.5pp | 9.75%+0.9pp |
| Employer contribution / active EE | $27,632 | $12,441+122.1% | $19,872+39.0% | $13,830+99.8% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |