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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $219,864 |
CLEARSTEAD ADVISORS, LLC6 years Service code 16 · EIN 34-1597728 | Consulting | $17,620 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $2,578,824-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 6.40% | 10.52%-4.1pp | 1.41%+5.0pp | 10.52%-4.1pp |
| Employer contribution / active EE | $3,142 | $15,140-79.2% | $26,835-88.3% | $15,140-79.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $24,997-100.0% | - |