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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $288,683 |
CLEARSTEAD ADVISORS, LLC3 years Service code 16 · EIN 34-1597728 | Consulting | $36,223 |
NATIONAL FINANCIAL SERVICES6 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $333,750-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.6%-48.6pp | 0.0%0pp |
| Annual return | -16.72% | 2.77%-19.5pp | -9.60%-7.1pp | 2.77%-19.5pp |
| Employer contribution / active EE | $8,228 | $15,262-46.1% | $56,630-85.5% | $15,262-46.1% |
| Participant deferral / active EE | $0 | $691-100.0% | $124-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $5,181-100.0% | $1,015-100.0% |