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| Provider | Service type | Compensation |
|---|---|---|
MHBT2+ years Service code 11 · EIN 27-3931488 | Actuarial | $49,621 |
ATLANTIC TRUST2+ years Service code 28 · EIN 84-1142974 | Investment Management | $26,417 |
BAKER AVENUE2+ years Service code 28 · EIN 20-1735413 | Investment Management | $21,944 |
THE BURNEY COMPANY1 year Filed as: BURNEY CO. Service code 28 · EIN 20-3377971 | Investment Management | $18,869 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $9,700 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.74% | 5.13%+2.6pp | 4.74%+3.0pp | 7.18%+0.6pp |
| Employer contribution / active EE | $0 | $14,689-100.0% | $36,089-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |