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| Provider | Service type | Compensation |
|---|---|---|
MD SASS3+ years Filed as: MD SASS ASSOCIATES, INC. Service code 27 · EIN 13-2704843 | Advisory (Plan) | $98,222 |
RSDA-LOCAL 1083+ years Service code 12 · EIN 22-1171648 | Claims processing; Direct payment fro... | $80,996 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,333 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $32,116 |
PRAGER METIS CPAS, LLC3+ years Service code 10 · EIN 06-1667465 | Accounting | $24,956 |
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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 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 7.15% | 13.95%-6.8pp | 10.65%-3.5pp | 13.95%-6.8pp |
| Employer contribution / active EE | $1,424 | $16,598-91.4% | $30,880-95.4% | $16,598-91.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |