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| Provider | Service type | Compensation |
|---|---|---|
ACCURATE BENEFITS INC.1+ years Filed as: ACCURATE BENEFITS, INC. Service code 11 · EIN 36-4036349 | Actuarial | $29,500 |
MILLER COOPER & CO LTD1+ years Filed as: MILLER, COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $20,245 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $9,375 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 10.85% | 4.39%+6.5pp | 4.07%+6.8pp | 4.56%+6.3pp |
| Employer contribution / active EE | $7,697 | $12,633-39.1% | $36,235-78.8% | $15,526-50.4% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |