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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $39,082 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $33,000 |
Service code 10 · EIN 47-0900880 | Accounting | $18,464 |
THE SEGAL COMPANY1 year Filed as: SEGALMARCO ADVISOR Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
Filed as: KLEIN ZELMAN ROTHERMEL JACOBS LLP Service code 29 · EIN 13-2998136 | Legal | $11,888 |
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Employer contribution per participant 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 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 9.72% | 13.95%-4.2pp | 10.66%-0.9pp | 13.95%-4.2pp |
| Employer contribution / active EE | $1,436 | $16,598-91.3% | $30,880-95.3% | $16,598-91.3% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |