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| Provider | Service type | Compensation |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY5+ years Filed as: HIRTLE, CALLAGHAN & CO. Service code 27 · EIN 23-2516071 | Advisory (Plan) | $159,984 |
Service code 11 · EIN 31-1582098 | Actuarial | $116,555 |
WILMINGTON TRUST1 year Service code 15 · EIN 81-2721934 | Recordkeeping | $29,225 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 15.57% | 221.56%-206.0pp | 29.77%-14.2pp | 53.27%-37.7pp |
| Employer contribution / active EE | $4,000 | $12,096-66.9% | $33,607-88.1% | $14,774-72.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |