| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $57,879 |
INGHAM & COMPANY7+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIANI, FL 33156 | Advisory (Plan) | $46,721 |
MATRIX TRUST COMPANY7+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $14,050 |
HAYNIE & COMPANY2 years Service code 10 · EIN 87-0325228 | Accounting | $13,400 |
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 2.07% | 11.99%-9.9pp | 8.95%-6.9pp | 18.35%-16.3pp |
| Employer contribution / active EE | $37,192 | $18,406+102.1% | $46,559-20.1% | $14,669+153.5% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |