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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY4+ years Service code 21 · EIN 13-3689044 | Bank Trustee | $142,847 |
ACUFF & ASSOCIATES, INC.4+ years Filed as: ACUFF & ASSOCIATES Service code 11 · EIN 62-1477251 | Actuarial | $33,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 2.58% | 21.43%-18.8pp | 20.73%-18.1pp | 12.16%-9.6pp |
| Employer contribution / active EE | $40,000 | $39,472+1.3% | $36,503+9.6% | $44,747-10.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |