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| Provider | Service type | Compensation |
|---|---|---|
CROGHAN COLONIAL BANK6+ years Service code 27 · EIN 34-1415683 | Advisory (Plan) | $47,228 |
BPAS6+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $18,500 |
HOLBROOK & MANTER CPA1 year Filed as: HOLBROOK & MANTER, CPAS Service code 10 · EIN 31-0998651 | Accounting | $7,450 |
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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 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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 23.37% | 4.93%+18.4pp | 7.32%+16.0pp | 9.30%+14.1pp |
| Employer contribution / active EE | $1,250 | $32,616-96.2% | $23,426-94.7% | $43,748-97.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |