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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 16-0922835 | Legal | $16,139 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $15,800 |
Service code 10 · EIN 47-1793720 | Accounting | $11,400 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS' SERVICES, INC. Service code 28 · EIN 06-0700978 | Investment Management | $8,956 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.4%-47.4pp |
| Annual return | 6.21% | 16.84%-10.6pp | 16.32%-10.1pp | 12.16%-6.0pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |