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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $397,790 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $21,578,776-100.0% | $68,458-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 3.69% | 33.37%-29.7pp | -0.87%+4.6pp | 33.37%-29.7pp |
| Employer contribution / active EE | $8,334 | $11,253-25.9% | $21,826-61.8% | $11,253-25.9% |
| Participant deferral / active EE | $0 | $819-100.0% | $656-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $165-100.0% | $99,113-100.0% |