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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL SERVICES & SUPPORT LLC2+ years Service code 11 · EIN 27-4483809 | Actuarial | $9,295 |
Service code 10 · EIN 20-3240092 | Accounting | $5,000 |
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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.
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 1.46% | 10.98%-9.5pp | 10.53%-9.1pp | 10.41%-8.9pp |
| Employer contribution / active EE | $5,265 | $15,231-65.4% | $29,360-82.1% | $14,691-64.2% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |