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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $106,572 |
ALLIED FUND ADMINISTRATORS2 years Service code 13 · EIN 94-1656313 | Contract Administrator | $72,000 |
MELISSA W. COOK & ASSOCIATES3+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $34,786 |
VERUS3+ years Service code 28 · EIN 91-1320111 | Investment Management | $11,875 |
PKF O'CONNOR DAVIES, LLP3+ years Filed as: PKF,LLP Service code 10 · EIN 81-3391684 | Accounting | $9,110 |
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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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -1.97% | -3.90%+1.9pp | -0.70%-1.3pp | 10.56%-12.5pp |
| Employer contribution / active EE | $17,516 | $19,150-8.5% | $28,903-39.4% | $13,643+28.4% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |