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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES5+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 51 · EIN 86-0679109 | Investment Mgmt Fees | $39,975 |
SELTZER CAPTAIN MCMOHAN VITEK5+ years Service code 29 · EIN 95-2665305 | Legal | $16,231 |
TRI-AD ACTUARIES, INC.5+ years Service code 11 · EIN 95-2887986 | Actuarial | $15,378 |
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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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | -2.55% | 10.83%-13.4pp | 1087.39%-1089.9pp | 627.08%-629.6pp |
| Employer contribution / active EE | $5,972 | $13,849-56.9% | $42,245-85.9% | $18,824-68.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |