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| Provider | Service type | Compensation |
|---|---|---|
RSDA-LOCAL 1082+ years Service code 12 · EIN 22-1171648 | Direct payment from the plan; Claims ... | $74,988 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC. Service code 27 · EIN 13-2704843 | Advisory (Plan) | $68,641 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $67,857 |
CONGRESS ASSET MANAGEMENT2+ years Service code 19 · EIN 04-2848965 | Securities Custodian | $32,846 |
CEP CONSULTANTS, INC2+ years Filed as: CEP CONSULTANTS INC. Service code 11 · EIN 11-2676651 | Actuarial | $26,000 |
PRAGER METIS CPAS, LLC2+ years Service code 10 · EIN 06-1667465 | Accounting | $21,630 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $16,170 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | -1.80% | 11.88%-13.7pp | 4.96%-6.8pp | 11.88%-13.7pp |
| Employer contribution / active EE | $1,175 | $14,612-92.0% | $29,749-96.0% | $14,612-92.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |