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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEFINITI RETIREMENT PLAN SERVICES Service code 11 · EIN 25-1809719 | Actuarial | $20,275 |
RELIANCE TRUST COMPANY10+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $20,020 |
MORISON COGEN LLP8 years Filed as: MORISON COGEN Service code 10 · EIN 23-1406493 | Accounting | $13,500 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | - |
| Annual return | 8.82% | 72.14%-63.3pp | 6.70%+2.1pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $25,177-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $47-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $7,182-100.0% | - |