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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 04-2530412 | Actuarial | $147,779 |
Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $11,728 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
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Annual investment return 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 | $105,125-100.0% | $192,869-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 14.6%-14.6pp |
| Annual return | -7.94% | -2.08%-5.9pp | -0.77%-7.2pp | 10.56%-18.5pp |
| Employer contribution / active EE | $29,615 | $7,322+304.5% | $29,514+0.3% | $13,643+117.1% |
| Participant deferral / active EE | $0 | $0 | $36-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $42,257-100.0% | $3,354-100.0% |