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| Provider | Service type | Compensation |
|---|---|---|
BILTMORE FAMILY OFFICE LLC2+ years Filed as: BILTMORE FAMILY OFFICE Service code 27 · EIN 46-2112864 | Advisory (Plan) | $27,378 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $25,237 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 7.17% | 22.74%-15.6pp | 16.78%-9.6pp | 13.95%-6.8pp |
| Employer contribution / active EE | $86,456 | $16,157+435.1% | $26,328+228.4% | $16,598+420.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |