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| Provider | Service type | Compensation |
|---|---|---|
WSDD CPAS, LTD.3 years Service code 10 · EIN 36-2996439 | Accounting | $7,140 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $3,275 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $592,784-100.0% | $565,817-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.5%-44.5pp |
| Annual return | 1.09% | -8.20%+9.3pp | -8.79%+9.9pp | -14.65%+15.7pp |
| Employer contribution / active EE | $9,885 | $47,558-79.2% | $43,463-77.3% | $46,321-78.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |