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| Provider | Service type | Compensation |
|---|---|---|
GOELZER ASSET MANAGEMENT1+ years Service code 27 · EIN 35-2030275 | Advisory (Plan) | $25,444 |
MUTUAL BANK1+ years Service code 21 · EIN 35-0536850 | Bank Trustee | $23,741 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $13,050 |
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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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.85% | -1.80%-0.1pp | -2.00%+0.2pp | -7.14%+5.3pp |
| Employer contribution / active EE | $8,560 | $14,777-42.1% | $34,470-75.2% | $14,613-41.4% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |