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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $32,179 |
SAGE PENSION RESOURCES, INC.6+ years Service code 11 · EIN 26-4419530 | Actuarial | $31,480 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 4.99% | 9.93%-4.9pp | -2.84%+7.8pp | 9.29%-4.3pp |
| Employer contribution / active EE | $4,298 | $11,565-62.8% | $33,329-87.1% | $15,168-71.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |