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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,700 |
Service code 19 · EIN 04-2273811 | Securities Custodian | $40,305 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $38,842 |
FINDLEY1 year Service code 11 · EIN 04-3693219 | Actuarial | $36,870 |
JOHN FADELEY2 years Service code 30 · EIN 16-6023926 | Employee (plan) | $35,991 |
Service code 10 · EIN 47-1793720 | Accounting | $20,278 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 7.15% | 9.38%-2.2pp | 8.01%-0.9pp | 9.29%-2.1pp |
| Employer contribution / active EE | $15,197 | $9,605+58.2% | $29,475-48.4% | $15,168+0.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |