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| Provider | Service type | Compensation |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC5+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $32,071 |
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $14,747 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 18.87% | 12.03%+6.8pp | 12.93%+5.9pp | 13.59%+5.3pp |
| Employer contribution / active EE | $7,941 | $19,417-59.1% | $35,210-77.4% | $14,592-45.6% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |