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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 51-0082644 | Legal | $46,390 |
GEMGROUP1+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $43,190 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Service code 11 · EIN 30-0192194 | Actuarial | $24,910 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $17,637 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,850 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 1828.88% | 4.44%+1824.4pp | 4.16%+1824.7pp | 4.16%+1824.7pp |
| Employer contribution / active EE | $0 | $38,002-100.0% | $29,966-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |