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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 15 · EIN 06-1050034 | Recordkeeping | $33,609 |
ONEILL CONSULTING CORP10+ years Service code 13 · EIN 23-1719817 485 DEVON PARK DR · DEVON, PA 19087 | Contract Administrator | $10,800 |
THE MCKEOGH COMPANY1 year Filed as: MCKEOGH CO Service code 11 | Actuarial | $10,000 |
SPEAR WILDERMAN10+ years Service code 29 · EIN 23-2331913 230 S BROAD ST · PHILA, PA 19102 | Legal | $7,000 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 7.59% | 7.29%+0.3pp | 8.10%-0.5pp | 8.21%-0.6pp |
| Employer contribution / active EE | $2,592 | $9,759-73.4% | $28,649-91.0% | $13,837-81.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |