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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 14-1746505 | Plan Administrator | $28,500 |
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $17,800 |
HOLM & O'HARA2+ years Filed as: HOLM & O'HARA, LLP Service code 29 · EIN 13-3591118 | Legal | $14,787 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $12,900 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 22-2347336 | Securities Custodian | $9,384 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,729-100.0% | $286,961-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 12.6%-12.6pp |
| Annual return | -1.95% | 2.67%-4.6pp | 2.61%-4.6pp | 4.56%-6.5pp |
| Employer contribution / active EE | $5,523 | $6,411-13.8% | $24,109-77.1% | $15,526-64.4% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $148-100.0% | $1,711-100.0% |