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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 21 · EIN 06-0700978 | Bank Trustee | $10,000 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 11 · EIN 16-1186135 | Actuarial | $8,195 |
Service code 10 · EIN 47-1793720 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | -1.50% | 4.44%-5.9pp | 4.72%-6.2pp | 4.16%-5.7pp |
| Employer contribution / active EE | -$1,607 | $41,495-103.9% | $30,821-105.2% | $42,918-103.7% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |