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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5+ years Service code 21 · EIN 38-3146104 | Bank Trustee | $61,428 |
WATKINS ROSS5+ years Service code 11 · EIN 38-1477362 | Actuarial | $13,250 |
BRINK, KEY CHLUDZINSKI, P.C.3 years Filed as: BRINK KEY & CHUDLINSKI Service code 10 · EIN 38-3061223 | Accounting | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 7.84% | 9.41%-1.6pp | 793.01%-785.2pp | 9.29%-1.4pp |
| Employer contribution / active EE | $26,340 | $13,564+94.2% | $27,004-2.5% | $15,168+73.7% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |