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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST RETIREMENT SERVICES1+ years Service code 11 · EIN 25-1809719 | Actuarial | $19,050 |
RELIANCE TRUST COMPANY1+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $9,479 |
I N R1+ years Service code 12 · EIN 02-0755540 | Claims processing | $9,378 |
MORISON COGEN LLP1+ years Service code 10 · EIN 23-1406493 | Accounting | $9,000 |
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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 | $206,458-100.0% | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | - |
| Annual return | -1.47% | 4.11%-5.6pp | -2.90%+1.4pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $27,990-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $519-100.0% | - |