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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 16-1186135 | Actuarial | $18,575 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $14,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 37.9%-37.9pp | 47.3%-47.3pp |
| Annual return | 361.03% | 10.22%+350.8pp | 10.56%+350.5pp | 12.16%+348.9pp |
| Employer contribution / active EE | $0 | $37,392-100.0% | $30,199-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |