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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS10+ years Service code 11 · EIN 38-1477362 | Actuarial | $36,062 |
Filed as: ALLIANCE INVESTMENT MANAGEMENT Service code 27 · EIN 80-1521588 | Advisory (Plan) | $22,076 |
BANKERS TRUST COMPANY7 years Filed as: BANKERS TRUST Service code 25 · EIN 42-0127385 | Directed Trustee | $20,545 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $10,500 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 9.73% | 3.50%+6.2pp | 5.16%+4.6pp | 13.05%-3.3pp |
| Employer contribution / active EE | $36,252 | $33,977+6.7% | $26,446+37.1% | $37,652-3.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |