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| Provider | Service type | Compensation |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY6+ years Filed as: HIRTLE, CALLAGHAN & CO. Service code 27 · EIN 23-2516071 | Advisory (Plan) | $130,523 |
Service code 11 · EIN 31-1582098 | Actuarial | $94,802 |
WILMINGTON TRUST2 years Service code 15 · EIN 81-2721934 | Recordkeeping | $25,302 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 10.63% | 13.15%-2.5pp | -2.84%+13.5pp | 11.45%-0.8pp |
| Employer contribution / active EE | $7,432 | $23,714-68.7% | $33,329-77.7% | $17,219-56.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |