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| Provider | Service type | Compensation |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY1+ years Filed as: HIRTLE, CALLAGHAN & CO. Service code 27 · EIN 23-2516071 | Advisory (Plan) | $161,101 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $82,798 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 13-4941247 | Bank Trustee | $50,019 |
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOTT DAVIS, INC. Service code 10 · EIN 57-0381582 | Accounting | $8,800 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -4.04% | -0.43%-3.6pp | -3.43%-0.6pp | -0.60%-3.4pp |
| Employer contribution / active EE | $8,499 | $10,132-16.1% | $25,607-66.8% | $12,272-30.7% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |