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| Provider | Service type | Compensation |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $10,600 |
US BANK6+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $9,097 |
JHBENEFITS LTD4 years Service code 11 · EIN 20-0754801 | Actuarial | $3,950 |
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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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 36.44% | 11.70%+24.7pp | 7.32%+29.1pp | 18.35%+18.1pp |
| Employer contribution / active EE | $3,095 | $9,106-66.0% | $23,426-86.8% | $14,669-78.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |