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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $195,462 |
WESTMINSTER CONSULTING, LLC2 years Filed as: WESTMINISTER CONSULTING, LLC Service code 17 · EIN 45-3679779 | Pension Consulting | $38,519 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK, LLC Service code 10 · EIN 11-1631746 | Accounting | $31,168 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS AND GILBERT Service code 29 · EIN 13-1504385 | Legal | $3,680 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.57% | 15.61%+3.0pp | 20.73%-2.2pp | 53.27%-34.7pp |
| Employer contribution / active EE | $28,028 | $10,773+160.2% | $36,503-23.2% | $14,774+89.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |