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| Provider | Service type | Compensation |
|---|---|---|
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $21,240 |
SOLVAY BANK3+ years Service code 21 · EIN 15-0454140 | Bank Trustee | $21,236 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 7.93% | 10.93%-3.0pp | 10.16%-2.2pp | 13.95%-6.0pp |
| Employer contribution / active EE | $6,579 | $10,209-35.6% | $33,192-80.2% | $16,598-60.4% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |