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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $38,044 |
SLC MANAGEMENT2 years Service code 27 · EIN 26-3730703 ONE SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Advisory (Plan) | $23,147 |
FREED MAXICK CPAS PC10+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $12,800 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $12,288 |
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Employer contribution per participant 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 | $937,755-100.0% | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | - |
| Annual return | 2.62% | 72.14%-69.5pp | 9.82%-7.2pp | - |
| Employer contribution / active EE | $12,040 | $14,822-18.8% | $30,311-60.3% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $66-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $53,840-100.0% | - |