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| Provider | Service type | Compensation |
|---|---|---|
RICHARD GABRIEL ASSOCIATES6+ years Service code 11 · EIN 23-2817579 | Actuarial | $88,319 |
MARKOWITZ & RICHMAN6+ years Service code 29 · EIN 23-2111581 | Legal | $45,654 |
FISCHER DORWART, P.C.5 years Service code 10 · EIN 23-2247478 | Accounting | $12,500 |
US BANK5 years Filed as: US BANK, N.A. Service code 15 · EIN 31-0841368 | Recordkeeping | $9,600 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 276.02% | 4.61%+271.4pp | 793.01%-517.0pp | 259.14%+16.9pp |
| Employer contribution / active EE | $1,941 | $40,806-95.2% | $27,004-92.8% | $41,471-95.3% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |