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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $32,732 |
BVI8+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $10,031 |
ROBERT DUNNIGAN3 years Service code 20 · EIN 06-1488384 | Trustee (individual) | $6,000 |
SEBASTIAN TURSO2 years Service code 20 · EIN 04-2361682 | Trustee (individual) | $6,000 |
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 | $29,608 | $45,872-35.5% | $77,100-61.6% | $68,490-56.8% |
| Participation rate | 92.4% | 55.9%+36.5pp | 67.9%+24.5pp | 67.9%+24.5pp |
| Annual return | 11.34% | 1.73%+9.6pp | 42.35%-31.0pp | -7.85%+19.2pp |
| Employer contribution / active EE | $8,189 | $1,650+396.4% | $2,815+190.9% | $2,597+215.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $198 | $3,041-93.5% | $5,443-96.4% | $5,403-96.3% |