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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $13,271 |
NEPC, LLC2+ years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $10,495 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $6,504 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 7.88% | 4.97%+2.9pp | 4.74%+3.1pp | 4.56%+3.3pp |
| Employer contribution / active EE | $10,000 | $17,970-44.4% | $46,220-78.4% | $15,526-35.6% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |