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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $5,087 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY STE 100 · AMHERST, NY 142281120 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,307 | $46,534+223.0% | $64,097+134.5% | $75,177+99.9% |
| Participation rate | 75.3% | 65.9%+9.3pp | 72.3%+2.9pp | 67.2%+8.1pp |
| Annual return | 13.18% | 26.07%-12.9pp | 33.75%-20.6pp | 160.75%-147.6pp |
| Employer contribution / active EE | $2,814 | $1,976+42.4% | $2,750+2.3% | $2,671+5.4% |
| Participant deferral / active EE | $4,835 | $2,835+70.6% | $3,881+24.6% | $4,126+17.2% |
| Admin fee / account holder | $170 | $2,957-94.2% | $3,070-94.5% | $5,651-97.0% |