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| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH1 year Filed as: PEIRCE PARK GROUP Service code 28 · EIN 51-0311895 | Investment Management | $92,117 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 | Actuarial | $16,662 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO Service code 10 · EIN 47-5324570 | Accounting | $15,000 |
LIPSITZ GREEN SCIME & CAMBRIA7+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $12,287 |
Service code 10 · EIN 47-1793720 | Accounting | $9,513 |
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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 | -3.81% | -6.78%+3.0pp | -5.84%+2.0pp | 39.77%-43.6pp |
| Employer contribution / active EE | $11,143 | $13,335-16.4% | $31,839-65.0% | $19,959-44.2% |
| 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% |