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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 11 · EIN 16-1186135 | Actuarial | $14,350 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 16-0922835 | Legal | $10,736 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS' SERVICE, INC Service code 28 · EIN 06-0700978 | Investment Management | $10,000 |
Service code 10 · EIN 47-1793720 | Accounting | $8,800 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -36.77% | -1.44%-35.3pp | -0.70%-36.1pp | -82.67%+45.9pp |
| Employer contribution / active EE | $0 | $37,071-100.0% | $28,903-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |