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| Provider | Service type | Compensation |
|---|---|---|
CURCIO WEBB1 year Service code 11 · EIN 36-4171366 | Actuarial | $60,200 |
STATE STREET GLOBAL ADVISORS7+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $31,051 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $20,720 |
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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 | $186,219-100.0% | $201,582-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | 10.25% | 8.34%+1.9pp | 11.08%-0.8pp | 9.30%+0.9pp |
| Employer contribution / active EE | $63,401 | $35,279+79.7% | $28,418+123.1% | $43,750+44.9% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |