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| Provider | Service type | Compensation |
|---|---|---|
PENSION LIVE, LLC1+ years Service code 15 · EIN 26-2239692 | Recordkeeping | $146,145 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $68,871 |
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL SERVICES Service code 12 · EIN 39-6436442 | Recordkeeping and information managem... | $45,924 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $11,800 |
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Employer contribution per participant 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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 11.65% | 8.91%+2.7pp | 7.32%+4.3pp | 13.24%-1.6pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |