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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $73,725 |
Service code 13 · EIN 94-1656313 | Contract Administrator | $72,007 |
MELISSA W. COOK & ASSOCIATES2+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $33,762 |
VERUS2+ years Service code 28 · EIN 91-1320111 | Investment Management | $27,500 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF,LLP Service code 10 · EIN 81-3391684 | Accounting | $14,110 |
ULLICO1 year Filed as: UNION BANK Service code 21 | Bank Trustee | $6,659 |
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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 12.84% | 9.21%+3.6pp | 14.20%-1.4pp | 10.41%+2.4pp |
| Employer contribution / active EE | $16,026 | $20,031-20.0% | $27,968-42.7% | $14,691+9.1% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |