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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TD WEALTH Service code 21 · EIN 03-0326281 | Bank Trustee | $21,687 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $21,449 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $15,955 |
CMJ, LLP2+ years Service code 10 · EIN 14-1710385 | Accounting | $6,300 |
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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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 6.04% | 5.28%+0.8pp | 16.78%-10.7pp | 10.21%-4.2pp |
| Employer contribution / active EE | $13,984 | $35,590-60.7% | $26,328-46.9% | $42,272-66.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |