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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $197,927 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $179,670 |
RUNNYMEDE CAPITAL1+ years Service code 21 · EIN 22-3198914 | Bank Trustee | $112,954 |
Filed as: KARPUS INVESTMENTS Service code 21 · EIN 16-1290558 | Bank Trustee | $63,879 |
BLITMAN & KING1+ years Service code 22 · EIN 16-1047304 | Insurance Broker | $55,781 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 41-6257133 | Custodial (other than securities) | $35,287 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 29 · EIN 13-2646110 | Legal | $33,750 |
EFPR GROUP, CPAS, PLLC1+ years Filed as: EFPR GROUP CPAS PLLC Service code 10 · EIN 47-4526160 | Accounting | $22,300 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.62% | 5.13%-3.5pp | 4.74%-3.1pp | 7.18%-5.6pp |
| Employer contribution / active EE | $4,237 | $14,689-71.2% | $36,089-88.3% | $13,095-67.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |