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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 | Actuarial | $91,985 |
SEI INVESTMENTS1+ years Service code 11 · EIN 04-2452803 | Actuarial | $87,433 |
Service code 10 · EIN 22-3736025 | Accounting | $10,797 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 6.04% | 4.69%+1.4pp | 5.44%+0.6pp | 4.56%+1.5pp |
| Employer contribution / active EE | $4,262 | $15,631-72.7% | $25,481-83.3% | $15,526-72.5% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |