| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP5 years Service code 11 · EIN 34-6565596 | Actuarial | $343,558 |
US BANK8+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $94,374 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN, L.P. Service code 21 · EIN 13-4132953 | Bank Trustee | $63,552 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN AND COMPANY Service code 10 · EIN 22-2428965 | Accounting | $24,000 |
BERDON LLP5 years Service code 10 · EIN 13-0485070 | Accounting | $23,000 |
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 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | 6.23% | 8.10%-1.9pp | 8.04%-1.8pp | 13.05%-6.8pp |
| Employer contribution / active EE | $137,756 | $44,198+211.7% | $42,693+222.7% | $37,664+265.7% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |