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| Provider | Service type | Compensation |
|---|---|---|
DEAN ACTUARIES, LLC1+ years Service code 11 · EIN 75-2548006 | Actuarial | $9,255 |
FINLEY & COOK1+ years Service code 10 · EIN 73-0604334 | Accounting | $8,546 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $755 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.14% | -0.83%+0.7pp | -0.81%+0.7pp | -7.14%+7.0pp |
| Employer contribution / active EE | $8,309 | $16,035-48.2% | $38,425-78.4% | $14,613-43.1% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |