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| Provider | Service type | Compensation |
|---|---|---|
OECHSLE INTERNATIONAL ADV1+ years Filed as: OECHSLE INTERNATIONAL ADVISORS LLC Service code 28 · EIN 04-2929117 | Investment Management | $75,007 |
PENSION LIVE, LLC1+ years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 | Actuarial | $42,676 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $18,814 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $18,417 |
CAUSEY DEMGEN & MOORE PC1+ years Service code 10 · EIN 84-1158905 | Accounting | $13,500 |
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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 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 | $466,275-100.0% | $466,275-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -4.55% | -3.01%-1.5pp | -2.52%-2.0pp | -2.16%-2.4pp |
| Employer contribution / active EE | $23,684 | $180,892-86.9% | $109,954-78.5% | $42,949-44.9% |
| Participant deferral / active EE | $0 | $0 | $846-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $12,408-100.0% | $12,408-100.0% | $12,572-100.0% |