Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $192,703 |
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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 | $341,093,897-100.0% | $189,344-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | 0.0%0pp |
| Annual return | 21.08% | 21.83%-0.8pp | 11.02%+10.1pp | 21.83%-0.8pp |
| Employer contribution / active EE | $5,497 | $12,237-55.1% | $33,824-83.7% | $12,237-55.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $418-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,088-100.0% | $1,551,325-100.0% |