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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Service code 21 · EIN 38-3146104 | Bank Trustee | $60,764 |
WATKINS ROSS4+ years Service code 11 · EIN 38-1477362 | Actuarial | $13,787 |
BRINK, KEY CHLUDZINSKI, P.C.2 years Filed as: BRINK KEY & CHUDLINSKI Service code 10 · EIN 38-3061223 | Accounting | $6,350 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 1.32% | 13.58%-12.3pp | 18.06%-16.7pp | 13.59%-12.3pp |
| Employer contribution / active EE | $14,711 | $15,445-4.8% | $30,411-51.6% | $14,592+0.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |