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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 13-2998136 | Legal | $44,666 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM,LLC Service code 11 · EIN 42-1565552 | Actuarial | $38,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $28,485 |
JOANN EMMONS2+ years Service code 30 · EIN 13-6086164 | Direct payment from the plan; Employe... | $25,626 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $24,000 |
Service code 10 · EIN 13-2665700 | Accounting | $23,412 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 12.09% | 10.88%+1.2pp | 9.39%+2.7pp | 13.95%-1.9pp |
| Employer contribution / active EE | $7,666 | $18,458-58.5% | $33,466-77.1% | $16,598-53.8% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |