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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $113,577 |
CLEARSTEAD ADVISORS, LLC1 year Service code 16 · EIN 34-1597728 | Consulting | $3,926 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 2.28% | 8.76%-6.5pp | 8.13%-5.9pp | 8.76%-6.5pp |
| Employer contribution / active EE | $3,588 | $16,664-78.5% | $42,719-91.6% | $16,664-78.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $12-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |