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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 33-0988122 | Plan Administrator | $77,700 |
CITIZENS BANK5 years Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 95-6806148 | Investment Management | $73,012 |
NWPS1 year Service code 11 · EIN 04-3721424 | Actuarial | $33,000 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $26,255 |
Service code 10 · EIN 54-2189926 | Accounting | $24,000 |
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 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | - |
| Annual return | 4.21% | 62.91%-58.7pp | 78.99%-74.8pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $29,717-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | - |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |