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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $39,225 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $32,000 |
Service code 10 · EIN 13-2665700 | Accounting | $20,823 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
Filed as: KLEIN ZELMAN ROTHERMEL JACOBS LLP Service code 29 · EIN 13-2998136 | Legal | $14,211 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | -4.98% | 11.88%-16.9pp | 4.96%-9.9pp | 11.88%-16.9pp |
| Employer contribution / active EE | $1,392 | $14,612-90.5% | $29,749-95.3% | $14,612-90.5% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |