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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $105,244 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,506 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $22,662 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $11,952 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -8.02% | 13.30%-21.3pp | 4.36%-12.4pp | -0.69%-7.3pp |
| Employer contribution / active EE | $8,917 | $10,363-14.0% | $27,383-67.4% | $16,786-46.9% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |