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| Provider | Service type | Compensation |
|---|---|---|
FIRST ACTUARIAL CONSULTING, INC.1+ years Service code 11 · EIN 26-3842522 | Actuarial | $30,375 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $17,281 |
PAUL A. MONTALBANO, ESQ., LLC1+ years Service code 29 · EIN 04-3669184 | Legal | $13,767 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $9,248 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -3.59% | -0.85%-2.7pp | -1.08%-2.5pp | -7.14%+3.5pp |
| Employer contribution / active EE | $2,483 | $14,391-82.7% | $35,779-93.1% | $14,613-83.0% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |