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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Service code 11 · EIN 85-0833363 | Actuarial | $68,704 |
BURGESS CHAMBERS & ASSOC INC7+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $39,824 |
RICHMOND CAPITAL MANAGEMENT4 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $12,078 |
WHITTLESEY PC2 years Service code 10 · EIN 06-0903326 | Accounting | $11,500 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 10.04% | 12.41%-2.4pp | 11.31%-1.3pp | 18.35%-8.3pp |
| Employer contribution / active EE | $2,155 | $18,122-88.1% | $35,729-94.0% | $14,669-85.3% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |