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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $436,328 |
CLEARSTEAD ADVISORS, LLC5 years Service code 16 · EIN 34-1597728 | Consulting | $41,953 |
NATIONAL FINANCIAL SERVICES8 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 5.38% | 8.76%-3.4pp | 8.13%-2.7pp | 8.76%-3.4pp |
| Employer contribution / active EE | $0 | $16,650-100.0% | $42,719-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $12-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |