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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 90-0532398 | Accounting | $133,078 |
Service code 29 · EIN 59-1126909 | Legal | $64,832 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,500 |
FIRST BANK6 years Service code 19 · EIN 38-2641378 | Securities Custodian | $29,864 |
UNITED ACTUARIAL SERVCIES9+ years Service code 11 · EIN 35-2156428 | Actuarial | $19,500 |
Service code 10 · EIN 38-2284921 | Accounting | $15,400 |
ANDERSON, TACKMAN & COMPANY, PLC9+ years Service code 10 · EIN 38-1977929 | Accounting | $8,972 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 13.58% | 7.15%+6.4pp | 20.18%-6.6pp | 37.74%-24.2pp |
| Employer contribution / active EE | $20,237 | $13,270+52.5% | $29,108-30.5% | $15,788+28.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |