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| Provider | Service type | Compensation |
|---|---|---|
MHBT1+ years Service code 11 · EIN 27-3931488 | Actuarial | $16,685 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $15,059 |
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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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | 1.52% | -0.85%+2.4pp | -1.08%+2.6pp | -7.14%+8.7pp |
| Employer contribution / active EE | $26,283 | $14,391+82.6% | $35,779-26.5% | $14,613+79.9% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |