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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP8 years Filed as: ACTUARIAL DATA INC. Service code 11 4068 MT. ROYAL BLVD · ALLISON PARK, PA 15101 | Actuarial | $193,180 |
Filed as: WEALTHPLAN INVESTMENT MANAGEMENT LL Service code 51 101 S 108TH AVE · OMAHA, NE 68154 | Investment Mgmt Fees | $81,285 |
ARMANINO LLP5 years Service code 10 12657 ALCOSTA BLVD · SAN RAMON, CA 94583 | Accounting | $33,075 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 6.34% | 8.46%-2.1pp | 9.82%-3.5pp | 8.76%-2.4pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,322-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |