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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 16-1186135 | Actuarial | $18,500 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $13,500 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $150,398-100.0% | $162,072-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 42.3%-42.3pp | 33.1%-33.1pp | 43.0%-43.0pp |
| Annual return | 360.73% | 7.88%+352.9pp | 8.01%+352.7pp | 259.17%+101.6pp |
| Employer contribution / active EE | $0 | $36,826-100.0% | $29,476-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |