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| Provider | Service type | Compensation |
|---|---|---|
JACKSON LEWIS P.C.2+ years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $55,877 |
KARDAN ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 22-3477324 | Actuarial | $14,950 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $9,941 |
HOWARD JOHANNSSEN1 year Filed as: HOWARD JOHANNSSEN SS XXX-XX-1787 Service code 14 · EIN 22-6238764 | Plan Administrator | $6,000 |
Service code 10 · EIN 27-2601619 | Accounting | $6,000 |
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.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -2.13% | 0.80%-2.9pp | 5.44%-7.6pp | 4.16%-6.3pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |