Filed September 12, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $11,250 |
VERRILL DANA LLP1 year Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $1,000 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 4.05% | 5.68%-1.6pp | 4.74%-0.7pp | 4.56%-0.5pp |
| Employer contribution / active EE | $25,820 | $16,243+59.0% | $36,089-28.5% | $15,526+66.3% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |