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| Provider | Service type | Compensation |
|---|---|---|
MORISON COGEN LLP3 years Filed as: MORISON COGEN Service code 10 · EIN 23-1406493 | Accounting | $12,000 |
INR ADVISORS3 years Filed as: INR Service code 12 · EIN 02-0755540 | Claims processing | $9,309 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 25-1809719 | Actuarial | $8,415 |
RELIANCE TRUST COMPANY5+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $7,232 |
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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 | $289,682-100.0% | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | - |
| Annual return | 17.13% | 43.80%-26.7pp | 18.06%-0.9pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,411-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $40-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,675-100.0% | - |