Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $57,969 |
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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 | $0 | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | 0.0%0pp |
| Annual return | 12.61% | 12.86%-0.3pp | 5.50%+7.1pp | 12.86%-0.3pp |
| Employer contribution / active EE | $4,348 | $13,687-68.2% | $28,518-84.8% | $13,687-68.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $818-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $7,663-100.0% | - |