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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $102,629 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,991 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $23,527 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $12,593 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $54,060-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.3%-3.3pp | - |
| Annual return | 8.07% | 59.12%-51.1pp | 36.37%-28.3pp | - |
| Employer contribution / active EE | $150 | $15,022-99.0% | $37,223-99.6% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $524-100.0% | - |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |