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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $188,356 |
Filed as: WESTMINISTER CONSULTING, LLC Service code 17 · EIN 45-3679779 | Pension Consulting | $63,709 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 11-1631746 | Accounting | $7,700 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -9.57% | -2.48%-7.1pp | -102.04%+92.5pp | 0.19%-9.8pp |
| Employer contribution / active EE | $16,784 | $7,648+119.5% | $36,232-53.7% | $13,763+22.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |