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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS L. SAAKVITNE1 year Service code 12 · EIN 95-4096489 | Plan Administrator; Claims processing | $240,000 |
NICHOLAS L. SAAKVITNE3+ years Filed as: NICHOLAS L. SAAKVITNE, A LAW CORP. Service code 12 · EIN 95-4096489 | Claims processing; Plan Administrator | $240,000 |
WILLIAM J. GRIMM2 years Filed as: WILLIAM GRIMM Service code 20 · EIN 45-4049785 | Trustee (individual) | $26,404 |
KKAJ1 year Filed as: KKAJ LLP Service code 10 · EIN 46-3462919 | Accounting | $13,930 |
KKAJ1 year Filed as: KKAJ, LLP Service code 10 · EIN 46-3462919 | Accounting | $13,930 |
RAEL & LETSON1 year Service code 11 · EIN 94-1701048 | Actuarial | $9,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,260-100.0% | $105,260-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 34.5%-34.5pp | 21.7%-21.7pp | 45.9%-45.9pp |
| Annual return | 354.92% | 8.44%+346.5pp | 9.21%+345.7pp | 10.21%+344.7pp |
| Employer contribution / active EE | $0 | $42,612-100.0% | $35,088-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $163-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $4,019-100.0% | $4,019-100.0% | $13,518-100.0% |