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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC5+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $68,430 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $51,529 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $45,000 |
CONGRESS ASSET MANAGEMENT5+ years Service code 28 · EIN 04-2848965 | Investment Management | $44,835 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $42,414 |
WELBY, BRADY & GREENBLATT, LLP5+ years Service code 29 · EIN 13-3864481 | Legal | $18,513 |
COLLERAN, O'HARA & MILLS LLP5+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $18,500 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $11,923 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 19.39% | 18.13%+1.3pp | 14.64%+4.8pp | 16.32%+3.1pp |
| Employer contribution / active EE | $34,049 | $23,138+47.2% | $41,831-18.6% | $17,007+100.2% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |