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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $222,975 |
WESTMINSTER CONSULTING, LLC3 years Filed as: WESTMINISTER CONSULTING, LLC Service code 17 · EIN 45-3679779 | Pension Consulting | $50,280 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK, LLC Service code 10 · EIN 11-1631746 | Accounting | $32,890 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 8.18% | 9.03%-0.9pp | 90.61%-82.4pp | 627.08%-618.9pp |
| Employer contribution / active EE | $28,987 | $13,843+109.4% | $32,730-11.4% | $18,824+54.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |