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| Provider | Service type | Compensation |
|---|---|---|
UNITED SERVICE WORKERS UNION5 years Service code 49 · EIN 11-3040611 | Other Services | $125,229 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $32,000 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $20,000 |
Filed as: PRUDENTIAL INSURANCE & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $13,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,653 | $108,759-70.9% | $149,745-78.9% | $93,223-66.0% |
| Participation rate | 35.7% | 70.7%-35.1pp | 82.5%-46.8pp | 74.9%-39.2pp |
| Annual return | 14.87% | 19.53%-4.7pp | 276.72%-261.8pp | 19.29%-4.4pp |
| Employer contribution / active EE | $344 | $2,777-87.6% | $4,646-92.6% | $2,680-87.1% |
| Participant deferral / active EE | $1,082 | $6,149-82.4% | $6,843-84.2% | $4,563-76.3% |
| Admin fee / account holder | $76 | $81-5.3% | $9,312-99.2% | $79-3.4% |