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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS6+ years Service code 11 · EIN 38-1477362 | Actuarial | $29,694 |
GRAND WEALTH MANAGEMENT LLC5 years Service code 27 · EIN 20-1183428 | Advisory (Plan) | $23,074 |
BANKERS TRUST COMPANY3 years Filed as: BANKERS TRUST Service code 13 · EIN 42-0127385 | Contract Administrator | $18,359 |
HUNGERFORD NICHOLS4 years Service code 10 · EIN 38-2184825 | Accounting | $8,000 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 9.34% | -14.68%+24.0pp | -2.84%+12.2pp | 259.14%-249.8pp |
| Employer contribution / active EE | $21,429 | $47,728-55.1% | $33,329-35.7% | $41,471-48.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |