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| Provider | Service type | Compensation |
|---|---|---|
Filed as: L.C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 P.O.BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $95,176 |
BHA CONSULTING10+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PWAY · SUWANEE, GA 30024 | Actuarial | $40,838 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $25,566 |
MERRIL LYNCH7 years Filed as: MERILL LYNCH Service code 19 · EIN 13-3180817 30 SOUTH PEARL ST · ALBANY, NY 12207 | Securities Custodian | $9,000 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Broker | $5,472 |
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Employer contribution per participant 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 | $937,755-100.0% | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | - |
| Annual return | 14.94% | 72.14%-57.2pp | 8.10%+6.8pp | - |
| Employer contribution / active EE | $12,626 | $14,822-14.8% | $28,649-55.9% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $10-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $60,136-100.0% | - |