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| Provider | Service type | Compensation |
|---|---|---|
DORIS ECHEGUREN6+ years Service code 30 · EIN 11-6170655 | Employee (plan) | $86,544 |
O'SULLIVAN ASSOCIATES6+ years Service code 11 · EIN 20-8199367 | Actuarial | $49,400 |
CHRISTINA MADERICH5 years Service code 30 · EIN 11-6170655 | Employee (plan) | $42,906 |
BARBARA GILL3 years Filed as: BARBARA THOMPSON Service code 30 · EIN 11-6170655 | Employee (plan) | $34,162 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $31,746 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,284 |
CARY KANE LLP6+ years Service code 29 · EIN 20-1942442 | Legal | $16,040 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | -0.50% | 7.62%-8.1pp | 10.57%-11.1pp | 627.08%-627.6pp |
| Employer contribution / active EE | $3,305 | $18,841-82.5% | $29,483-88.8% | $18,824-82.4% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |