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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI Service code 11 · EIN 25-1809719 | Actuarial | $21,898 |
RELIANCE TRUST COMPANY9+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $18,079 |
MORISON COGEN LLP9+ years Service code 10 · EIN 23-1406493 | Accounting | $13,500 |
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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 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 13.43% | 16.55%-3.1pp | 15.31%-1.9pp | 24.44%-11.0pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |