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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6727973 | Contract Administrator | $31,639 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,600 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $19,251 |
GARY M. TIBONI, CPA3+ years Service code 10 | Accounting | $14,680 |
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY TRUST Service code 16 · EIN 34-1784820 | Consulting | $10,560 |
COLUMBIA3+ years Filed as: THE COLUMBIA MANAGEMENT Service code 28 · EIN 01-0547933 | Investment Management | $8,595 |
LITTLER MENDELSON, P.C.3+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $6,939 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 9.43% | 13.23%-3.8pp | 12.88%-3.5pp | 10.21%-0.8pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |