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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $153,160 |
PENSION ASSURANCE LLP4 years Filed as: PENSION AND ANNUITY PLAN OF BRICKLA Service code 14 · EIN 51-6135291 | Plan Administrator | $53,925 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $36,500 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 11 · EIN 13-1835864 | Actuarial | $25,000 |
O'SULLIVAN ASSOCIATES8+ years Service code 11 · EIN 20-8199367 | Actuarial | $15,398 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $9,659 |
Service code 15 · EIN 13-3762345 | Recordkeeping | $8,703 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | 1253.03% | -4.92%+1257.9pp | -5.85%+1258.9pp | -5.25%+1258.3pp |
| Employer contribution / active EE | $8,250 | $10,994-25.0% | $31,839-74.1% | $15,161-45.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |