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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY10+ years Service code 21 6075 POPLAR AVENUE, SUITE 850 · MEMPHIS, TN 38119 | Bank Trustee | $76,861 |
PENCHECKS2 years Filed as: PENCHECKS TRUST Service code 15 8580 LA MESA BOULEVARD, SUITE 101 · LA MESA, CA 91942 | Recordkeeping | $10,296 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS Service code 22 1180 PEACHTREE ST NE #2300 · ATLANTA, GA 30309 | Insurance Broker | $8,677 |
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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 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | 9.19% | 3.54%+5.6pp | 3.87%+5.3pp | 15.59%-6.4pp |
| Employer contribution / active EE | $275,000 | $31,139+783.1% | $28,590+861.9% | $33,256+726.9% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |