| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 · EIN 36-4291971 | Actuarial | $482,691 |
CITIGROUP GLOBAL MARKETS INC5 years Service code 28 · EIN 11-2418191 | Investment Management | $97,492 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $25,250 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 74-2279754 | Actuarial | $8,387 |
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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 8.46% | 10.02%-1.6pp | 35.16%-26.7pp | 9.89%-1.4pp |
| Employer contribution / active EE | $7,661 | $18,708-59.0% | $46,401-83.5% | $14,313-46.5% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |