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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC8+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $70,574 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $55,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $44,073 |
CONGRESS ASSET MANAGEMENT8+ years Service code 28 · EIN 04-2848965 | Investment Management | $42,422 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $40,888 |
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $19,547 |
Service code 29 · EIN 82-4935807 | Legal | $19,000 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $16,645 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -14.24% | -6.78%-7.5pp | -5.85%-8.4pp | 39.77%-54.0pp |
| Employer contribution / active EE | $15,682 | $13,335+17.6% | $31,839-50.7% | $19,959-21.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |