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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $41,825 |
DRINKER BIDDLE & REATH LLP6+ years Service code 29 · EIN 23-1423089 | Legal | $16,294 |
HERBEIN & COMPANY, INC.6+ years Filed as: HERBEIN AND COMPANY, INC. Service code 10 · EIN 22-2415973 | Accounting | $13,700 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 12.94% | 14.66%-1.7pp | 11.38%+1.6pp | 11.84%+1.1pp |
| Employer contribution / active EE | $7,875 | $10,832-27.3% | $18,467-57.4% | $17,339-54.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |