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| Provider | Service type | Compensation |
|---|---|---|
DISCIPLINA GROUP LLC5 years Service code 19 · EIN 46-1841109 | Securities Custodian | $34,389 |
AMERICAN REALTY ADVISORS8 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $30,407 |
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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 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 8.98% | 10.02%-1.0pp | 9.82%-0.8pp | 13.05%-4.1pp |
| Employer contribution / active EE | $62,286 | $31,894+95.3% | $30,304+105.5% | $37,651+65.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |