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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY Service code 11 · EIN 26-3237576 | Actuarial | $41,810 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $25,000 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,208 |
REAMS ASSET MANAGEMENT3 years Filed as: UMB BANK Service code 19 · EIN 43-0903811 | Securities Custodian | $2,276 |
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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 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 14.19% | 9.19%+5.0pp | 9.36%+4.8pp | 24.44%-10.3pp |
| Employer contribution / active EE | $183,439 | $35,866+411.5% | $31,270+486.6% | $41,348+343.7% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |