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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-0443353 | Contract Administrator | $19,453 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $18,175 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $13,750 |
MALONEY & NOVOTNY LLC1+ years Service code 10 · EIN 34-0677006 | Accounting | $12,549 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY CORP Service code 28 · EIN 34-1784820 | Investment Management | $8,060 |
LITMAN GREGORY FUND ADVISORS LLC1+ years Service code 72 | Other investment fees and expenses | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | 8.99% | -3.35%+12.3pp | -0.97%+10.0pp | -2.16%+11.2pp |
| Employer contribution / active EE | $0 | $38,959-100.0% | $22,441-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |