| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $40,327 |
ALAN BILLER & ASSOCIATES7+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $20,625 |
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 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 3.41% | 9.62%-6.2pp | 9.74%-6.3pp | 9.30%-5.9pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |