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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Service code 21 · EIN 38-3146104 | Bank Trustee | $60,995 |
WATKINS ROSS1+ years Service code 11 · EIN 38-1477362 | Actuarial | $12,388 |
BRINK, KEY CHLUDZINSKI, P.C.1+ years Filed as: BRINK KEY & CHUDLINSKI PC Service code 10 · EIN 38-3061223 | Accounting | $6,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 6.86% | 4.80%+2.1pp | 7.98%-1.1pp | 4.56%+2.3pp |
| Employer contribution / active EE | $4,648 | $12,906-64.0% | $23,724-80.4% | $15,526-70.1% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |