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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $16,140 |
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $15,300 |
KEMPER CPA GROUP LLP3+ years Filed as: KEMPER CPA GROUP Service code 10 · EIN 37-0818432 | Accounting | $10,801 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 3.80% | 5.28%-1.5pp | 16.78%-13.0pp | 10.21%-6.4pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |