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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $389,975 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $2,822,362-100.0% | $78,313-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 13.0%-13.0pp | 0.6%-0.6pp |
| Annual return | 0.45% | 11.45%-11.0pp | 6.61%-6.2pp | 11.45%-11.0pp |
| Employer contribution / active EE | $11,225 | $17,219-34.8% | $24,284-53.8% | $17,219-34.8% |
| Participant deferral / active EE | $0 | $357-100.0% | $408-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,478-100.0% | $15,480-100.0% |