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| Provider | Service type | Compensation |
|---|---|---|
DEAN ACTUARIES, LLC1 year Filed as: DEAN ACTUARIES Service code 11 · EIN 75-2548006 | Actuarial | $10,669 |
FINLEY & COOK1 year Filed as: FINLEY& COOK Service code 10 · EIN 73-0604334 | Accounting | $10,380 |
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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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -1.67% | -12.85%+11.2pp | -3.21%+1.5pp | -5.25%+3.6pp |
| Employer contribution / active EE | $1,944 | $16,520-88.2% | $46,051-95.8% | $15,161-87.2% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |