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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $142,450 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1385864 | Actuarial | $53,938 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $27,100 |
LERNER LAW FIRM AND ASSOCIATES9+ years Service code 29 · EIN 27-3629002 | Legal | $18,335 |
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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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 4.78% | 5.87%-1.1pp | 6.70%-1.9pp | 7.65%-2.9pp |
| Employer contribution / active EE | $5,985 | $10,827-44.7% | $25,217-76.3% | $20,582-70.9% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |