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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $31,325 |
Filed as: CV ADMINISTRATIVE SERVICES, INC. Service code 13 · EIN 94-3173383 | Contract Administrator | $24,409 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $17,794 |
Filed as: HIGHLAND CAPTIAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $5,408 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $227,811-100.0% | $157,677-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 44.0%-44.0pp |
| Annual return | -2.39% | 8.39%-10.8pp | 8.39%-10.8pp | 13.05%-15.4pp |
| Employer contribution / active EE | $0 | $45,860-100.0% | $41,487-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $30,864-100.0% |