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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2 years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $53,700 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $8,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $937,755-100.0% | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | - |
| Annual return | 406.10% | 72.14%+334.0pp | 148.78%+257.3pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $26,858-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $63-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $1,660-100.0% | - |