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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $88,080 |
Service code 10 | Accounting | $15,000 |
BARR & CAMENS2+ years Service code 29 · EIN 52-2065589 | Legal | $15,000 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $12,500 |
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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | -44.72% | 11.30%-56.0pp | 9.60%-54.3pp | 23.90%-68.6pp |
| Employer contribution / active EE | $466 | $21,004-97.8% | $45,595-99.0% | $16,539-97.2% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |