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| Provider | Service type | Compensation |
|---|---|---|
HYLANT GROUP4 years Filed as: HYLANT Service code 23 · EIN 34-1880366 | Insurance services | $89,756 |
CUNI, RUST & STRENK10+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $86,350 |
FUND DIRECT ADVISORS10+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $60,000 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $58,526 |
ASCENSUS LLC10+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $39,489 |
CIUNI & PANICHI, INC.3 years Service code 10 · EIN 34-1322309 | Accounting | $28,620 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 237.31% | 13.02%+224.3pp | 9.57%+227.7pp | 9.16%+228.1pp |
| Employer contribution / active EE | $6,257 | $13,807-54.7% | $26,706-76.6% | $19,955-68.6% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |