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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST RETIREMENT SERVICES2+ years Service code 11 · EIN 25-1809719 | Actuarial | $9,525 |
MORISON COGEN LLP2+ years Service code 10 · EIN 23-1406493 | Accounting | $9,000 |
I N R2+ years Service code 12 · EIN 02-0755540 | Claims processing | $8,977 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COOMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $7,291 |
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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 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 7.38% | 6.80%+0.6pp | 7.98%-0.6pp | 4.16%+3.2pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |