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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $0 |
FLORIAN FINANCIAL GROUP, LLC9+ years Service code 27 · EIN 20-0689103 | Advisory (Plan) | $0 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 22.47% | 7.22%+15.3pp | 6.70%+15.8pp | 8.21%+14.3pp |
| Employer contribution / active EE | $5,761 | $12,542-54.1% | $25,177-77.1% | $13,837-58.4% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |