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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $178,166 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $62,299 |
SPIVAK LIPTON LLP3+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $60,008 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,500 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,244 | $104,281-90.2% | $140,019-92.7% | $68,904-85.1% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | 6.49% | -1.33%+7.8pp | 651.17%-644.7pp | 1.07%+5.4pp |
| Employer contribution / active EE | $620 | $4,070-84.8% | $5,605-88.9% | $2,540-75.6% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $96 | $79+21.4% | $10,705-99.1% | $71+34.0% |