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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 56-1623293 | Actuarial | $17,451 |
Service code 27 · EIN 57-0956597 | Advisory (Plan) | $16,734 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $16,591 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 16.75% | 12.39%+4.4pp | 20.73%-4.0pp | 13.59%+3.2pp |
| Employer contribution / active EE | $1,279 | $14,456-91.2% | $36,503-96.5% | $14,592-91.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |