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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $249,448 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 8.53% | 8.76%-0.2pp | 7.29%+1.2pp | 8.76%-0.2pp |
| Employer contribution / active EE | $15,479 | $16,664-7.1% | $20,019-22.7% | $16,664-7.1% |
| Participant deferral / active EE | $0 | $948-100.0% | $31-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |