Filed July 22, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $13,500 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA TRUST COMPANY Service code 19 · EIN 13-4021417 | Securities Custodian | $10,411 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | $362,190-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 15.3%-15.3pp |
| Annual return | 14.68% | 9.00%+5.7pp | 51.06%-36.4pp | 9.75%+4.9pp |
| Employer contribution / active EE | $0 | $8,984-100.0% | $33,707-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $191-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $354,836-100.0% | $2,810-100.0% |