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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $8,906 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $5,450 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $3,710 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.91% | -1.56%-1.3pp | -3.43%+0.5pp | 2.81%-5.7pp |
| Employer contribution / active EE | $913 | $14,048-93.5% | $25,607-96.4% | $16,358-94.4% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |