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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: IE SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $35,000 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $17,508 |
L.M. HENDERSON & COMPANY, LLP1+ years Service code 10 · EIN 20-5520612 | Accounting | $10,502 |
UNITED ACTURIAL SERVICES1+ years Filed as: UNITED ACTURIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $6,255 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | -6.75% | 6.80%-13.5pp | 7.98%-14.7pp | 4.16%-10.9pp |
| Employer contribution / active EE | $862 | $40,252-97.9% | $23,724-96.4% | $42,918-98.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |