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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $105,820 |
SEI INVESTMENTS9+ years Service code 11 · EIN 04-2452803 | Actuarial | $103,755 |
LVBW LLP6 years Service code 10 · EIN 22-3736025 | Accounting | $13,000 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 23.00% | 3.31%+19.7pp | 5.04%+18.0pp | 13.05%+10.0pp |
| Employer contribution / active EE | $12,433 | $33,999-63.4% | $26,454-53.0% | $37,664-67.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |