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| Provider | Service type | Compensation |
|---|---|---|
ELLIS BENEFITS GROUP, INC.5 years Filed as: ELLIS AND WARD CONSULTING GROUP Service code 11 · EIN 62-1417683 985 CORDOVA STATION AVENUE · CORDOVA, TX 38018 | Actuarial | $19,440 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 110 N MADISON · TUPALO, MS 38802 | Accounting | $14,246 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -9.84% | -10.02%+0.2pp | -4.80%-5.0pp | -5.25%-4.6pp |
| Employer contribution / active EE | $29,048 | $10,293+182.2% | $30,897-6.0% | $15,161+91.6% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |