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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
DISCIPLINA GROUP LLC4 years Service code 19 · EIN 46-1841109 | Securities Custodian | $25,406 |
AMERICAN REALTY ADVISORS7 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $20,206 |
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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 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 9.20% | 34.48%-25.3pp | 32.32%-23.1pp | 24.44%-15.2pp |
| Employer contribution / active EE | $48,857 | $36,000+35.7% | $33,960+43.9% | $41,341+18.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |