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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $27,400 |
THE BOGDAHN GROUP1+ years Service code 17 · EIN 59-3676225 | Pension Consulting | $24,000 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $18,780 |
LEE CPA AUDIT GROUP1+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1400101 | Consulting | $17,993 |
FREYBERG HINKLE ET AL1+ years Service code 10 · EIN 39-1531945 | Accounting | $9,865 |
ASSOCIATED TRUST COMPANY1+ years Filed as: ASSOCIATED TRUST COMPANY NA Service code 13 · EIN 39-6576073 | Contract Administrator | $6,958 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -0.75% | 2.79%-3.5pp | 4.16%-4.9pp | 11.88%-12.6pp |
| Employer contribution / active EE | $16,965 | $10,530+61.1% | $29,966-43.4% | $14,612+16.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |