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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 25-1809719 | Actuarial | $12,800 |
MORISON COGEN LLP5 years Filed as: MORISON COGEN Service code 10 · EIN 23-1406493 | Accounting | $12,000 |
RELIANCE TRUST COMPANY7+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $10,718 |
INR ADVISORS5 years Filed as: INR Service code 12 · EIN 02-0755540 | Claims processing | $7,413 |
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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 | $514,344-100.0% | $54,060-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.3%-3.3pp | - |
| Annual return | 10.58% | 59.12%-48.5pp | 36.37%-25.8pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $37,223-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $524-100.0% | - |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |