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| Provider | Service type | Compensation |
|---|---|---|
FLORIAN FINANCIAL GROUP, LLC1+ years Service code 27 · EIN 20-0689103 | Advisory (Plan) | $23,510 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $8,395 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | -0.96% | 4.80%-5.8pp | 7.98%-8.9pp | 4.56%-5.5pp |
| Employer contribution / active EE | $11,463 | $12,906-11.2% | $23,724-51.7% | $15,526-26.2% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |