| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $50,529 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,676-100.0% | $268,676-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -19.47% | -11.17%-8.3pp | -10.68%-8.8pp | -14.65%-4.8pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |