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| Provider | Service type | Compensation |
|---|---|---|
KELMAN LAZAROV4+ years Service code 27 5100 POPLAR AV. · MEMPHIS, TN 38137 | Advisory (Plan) | $55,004 |
Filed as: ELLIS AND WARD CONSULTING GROUP Service code 11 · EIN 62-1417683 | Actuarial | $15,365 |
Filed as: NAIL MCKINNEY, PA 64 Service code 10 · EIN 64-0760834 | Accounting | $11,000 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -5.34% | 3.99%-9.3pp | 4.36%-9.7pp | 10.56%-15.9pp |
| Employer contribution / active EE | $12,729 | $11,621+9.5% | $27,383-53.5% | $13,643-6.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |