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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $305,671 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $341,093,897-100.0% | $157,433-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 3.20% | 21.83%-18.6pp | 10.27%-7.1pp | 21.83%-18.6pp |
| Employer contribution / active EE | $9,355 | $12,237-23.6% | $19,104-51.0% | $12,237-23.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $15-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $12,160-100.0% | $1,551,325-100.0% |