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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY2+ years Service code 21 · EIN 13-3689044 | Bank Trustee | $141,534 |
ACUFF & ASSOCIATES, INC.2+ years Filed as: ACUFF & ASSOCIATES Service code 11 · EIN 62-1477251 | Actuarial | $29,258 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 7.82% | 9.90%-2.1pp | 10.16%-2.3pp | 10.21%-2.4pp |
| Employer contribution / active EE | $47,500 | $36,071+31.7% | $33,192+43.1% | $42,272+12.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |