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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 28 · EIN 95-6817943 | Investment Management | $53,589 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 12100 E. ILIFF AVE · AURORA, CO 80014 | Investment Management | $52,566 |
SECURITY ADMINISTRATORS, INC.1+ years Service code 11 · EIN 16-1209645 | Actuarial | $36,454 |
RIDGEWORTH1+ years Filed as: VIRTUS INVESTMENT PARTNERS Service code 28 C/O STATE STREET BANK AND TRUST CO. · BOSTON, MA 022668301 | Investment Management | $23,712 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW FIRM Service code 29 1701 PENNSYLVANIA AVE., N.W. · WASHINGTON, DC 200065811 | Legal | $22,322 |
PIONEER1+ years Filed as: PIONEER FUNDS Service code 28 60 STATE ST. · BOSTON, MA 02109 | Investment Management | $17,075 |
DWS FUNDS1+ years Service code 28 210 WEST 10TH STREET · KANSAS CITY, MO 641051614 | Investment Management | $14,400 |
COMMUNITY BANK, NA1+ years Filed as: COMMUNITY BANK Service code 13 · EIN 15-0436580 | Contract Administrator | $10,600 |
Service code 10 · EIN 16-1207215 | Accounting | $8,100 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.10% | -2.03%-0.1pp | -2.01%-0.1pp | 2.81%-4.9pp |
| Employer contribution / active EE | $0 | $9,185-100.0% | $34,453-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |