Filed April 29, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE MELTZER GROUP1 year Filed as: THE MELTZER COMPANIES Service code 13 · EIN 74-2794194 | Contract Administrator | $20,000 |
BDO USA, LLP2+ years Filed as: BDO LLP USA Service code 10 · EIN 13-5381590 | Accounting | $14,326 |
BENEFIT CONSULTANTS GROUP2+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $7,035 |
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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 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 5.88% | 3.55%+2.3pp | 3.97%+1.9pp | 4.16%+1.7pp |
| Employer contribution / active EE | $36,364 | $33,688+7.9% | $28,168+29.1% | $42,918-15.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |