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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH5 years Service code 29 · EIN 13-3403575 | Legal | $33,206 |
SUMMIT FINANCIAL CORPORATION5 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $25,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,500 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $21,294 |
DAHAB ASSOCIATES6+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
C.S. MCKEE, L.P.6+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $14,282 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,827-100.0% | $2,066,441-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 8.13% | 8.77%-0.6pp | 10.57%-2.4pp | 259.17%-251.0pp |
| Employer contribution / active EE | $4,440 | $30,532-85.5% | $18,335-75.8% | $41,471-89.3% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,502-100.0% |