| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $35,176 |
INGHAM & COMPANY3+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $24,482 |
MATRIX TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $10,406 |
WILLIAM G. LAJOIE, PC3+ years Service code 10 · EIN 84-1001549 | Accounting | $6,490 |
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.17% | 12.23%-0.1pp | 10.36%+1.8pp | 13.95%-1.8pp |
| Employer contribution / active EE | $27,143 | $18,059+50.3% | $37,738-28.1% | $16,598+63.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |