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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-1945541 | Other Services | $103,029 |
CARY KANE LLP1+ years Service code 29 · EIN 20-1942442 | Legal | $90,948 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $80,661 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 | Actuarial | $56,480 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $44,431 |
DORIS ECHEGUREN1+ years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $43,214 |
CHRISSY MADERICH1+ years Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $31,354 |
USI CONSULTING GROUP1+ years Filed as: USI INSURANCE SERVICES, LLC Service code 53 | Insurance Commissions | $4,647 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $192,069-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 13.2%-13.2pp | 0.8%-0.8pp |
| Annual return | 1.48% | -0.60%+2.1pp | -0.79%+2.3pp | -0.60%+2.1pp |
| Employer contribution / active EE | $2,665 | $12,272-78.3% | $28,419-90.6% | $12,272-78.3% |
| Participant deferral / active EE | $0 | $416-100.0% | $37-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $6,324-100.0% | $717-100.0% |