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| Provider | Service type | Compensation |
|---|---|---|
MORGAN & FRANZ3+ years Service code 13 · EIN 33-0383993 | Contract Administrator | $41,982 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 95-1503999 | Actuarial | $34,607 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $31,200 |
CITIZENS BANK3+ years Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 95-6806148 | Investment Management | $29,168 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 | Legal | $9,000 |
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 | $233,564-100.0% | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | - |
| Annual return | 10.82% | 28.83%-18.0pp | 337.46%-326.6pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $20,191-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,663-100.0% | - |