Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $425,860 |
LCG ASSOCIATES, INC.3 years Service code 51 · EIN 75-1680350 | Investment Mgmt Fees | $50,000 |
Service code 51 · EIN 36-4922991 | Investment Mgmt Fees | $21,926 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $17,250 |
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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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 9.17% | 10.29%-1.1pp | 8.56%+0.6pp | 22.81%-13.6pp |
| Employer contribution / active EE | $16,568 | $15,716+5.4% | $37,135-55.4% | $18,290-9.4% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |