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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $202,250 |
CAP FINANCIAL PARTNERS, LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
SLC MANAGEMENT1 year Service code 27 · EIN 04-3401283 | Advisory (Plan) | $32,008 |
Filed as: KRONICK KALADY BERDY & CO, PC Service code 10 · EIN 23-2667890 | Accounting | $16,000 |
RYAN LABS ASSET MANAGEMENT4 years Filed as: RYAN LABS Service code 11 · EIN 47-3503928 | Actuarial | $15,594 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $7,336 |
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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.
Plan reported a final filing / termination within the last year.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 6.14% | 4.63%+1.5pp | 29.77%-23.6pp | 12.16%-6.0pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |