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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $173,634 |
CLEARSTEAD ADVISORS, LLC2 years Service code 16 · EIN 34-1597728 | Consulting | $41,176 |
NATIONAL FINANCIAL SERVICES5 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 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 | $1,472,696-100.0% | $274,299-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 39.8%-39.8pp | 0.7%-0.7pp |
| Annual return | 20.54% | 13.24%+7.3pp | 8.84%+11.7pp | 13.24%+7.3pp |
| Employer contribution / active EE | $1,726 | $14,616-88.2% | $67,498-97.4% | $14,616-88.2% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $46,528-100.0% | $4,137-100.0% |