| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $24,990 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $16,500 |
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 | $331,632-100.0% | $331,632-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 8.48% | 10.23%-1.7pp | 10.60%-2.1pp | 24.44%-16.0pp |
| Employer contribution / active EE | $30,258 | $49,083-38.4% | $43,831-31.0% | $41,356-26.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |