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| Provider | Service type | Compensation |
|---|---|---|
SAGE PENSION RESOURCES, INC.3+ years Service code 11 · EIN 26-4419530 | Actuarial | $39,405 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $22,467 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 14.53% | 11.14%+3.4pp | 16.78%-2.2pp | 10.41%+4.1pp |
| Employer contribution / active EE | $14,996 | $14,043+6.8% | $26,328-43.0% | $14,691+2.1% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |