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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Service code 11 · EIN 85-0833363 | Actuarial | $95,033 |
BURGESS CHAMBERS & ASSOC INC10+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $36,380 |
RICHMOND CAPITAL MANAGEMENT7 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $9,057 |
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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 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 9.40% | 7.83%+1.6pp | 8.34%+1.1pp | 13.05%-3.6pp |
| Employer contribution / active EE | $3,450 | $34,993-90.1% | $30,790-88.8% | $37,664-90.8% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |