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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-0443353 | Contract Administrator | $24,875 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $13,750 |
Service code 10 · EIN 82-3706925 | Accounting | $9,500 |
KEY BANK NATIONAL ASSOCIATION6+ years Filed as: KEY CORP Service code 28 · EIN 34-1784820 | Investment Management | $6,761 |
LITMAN GREGORY FUND ADVISORS LLC6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 13.17% | 8.77%+4.4pp | 10.57%+2.6pp | 259.14%-246.0pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |