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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY3+ years Service code 21 · EIN 13-3689044 | Bank Trustee | $148,841 |
ACUFF & ASSOCIATES, INC.3+ years Filed as: ACUFF & ASSOCIATES Service code 11 · EIN 62-1477251 | Actuarial | $34,198 |
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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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | 4.51% | -114.99%+119.5pp | -102.04%+106.6pp | -82.67%+87.2pp |
| Employer contribution / active EE | $40,985 | $39,361+4.1% | $36,232+13.1% | $43,771-6.4% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |