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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-0443353 | Contract Administrator | $24,147 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $13,750 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $13,674 |
MALONEY & NOVOTNY LLC2+ years Service code 10 · EIN 34-0677006 | Accounting | $11,000 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY CORP Service code 28 · EIN 34-1784820 | Investment Management | $7,538 |
LITMAN GREGORY FUND ADVISORS LLC2+ years Service code 72 | Other investment fees and expenses | $0 |
Annual investment return 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.
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | -49.30% | 34.58%-83.9pp | 18.87%-68.2pp | 4.16%-53.5pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |