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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Service code 11 · EIN 85-0833363 | Actuarial | $64,245 |
BURGESS CHAMBERS & ASSOC INC8+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $35,719 |
WHITTLESEY PC3 years Service code 10 · EIN 06-0903326 | Accounting | $20,000 |
RICHMOND CAPITAL MANAGEMENT5 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $9,153 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $8,084 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -21.67% | 13.34%-35.0pp | 0.46%-22.1pp | -5.25%-16.4pp |
| Employer contribution / active EE | $1,400 | $19,967-93.0% | $35,480-96.1% | $15,161-90.8% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |