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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES6+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 51 · EIN 86-0679109 | Investment Mgmt Fees | $39,964 |
MOSS ADAMS LLP1 year Service code 29 · EIN 91-0189318 | Legal | $23,500 |
SELTZER CAPTAIN MCMOHAN VITEK6+ years Service code 29 · EIN 95-2665305 | Legal | $19,906 |
TRI-AD ACTUARIES, INC.6+ years Service code 11 · EIN 95-2887986 | Actuarial | $19,577 |
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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 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 15.94% | 13.03%+2.9pp | 9.07%+6.9pp | 18.35%-2.4pp |
| Employer contribution / active EE | $12,414 | $14,235-12.8% | $46,116-73.1% | $14,669-15.4% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |