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| Provider | Service type | Compensation |
|---|---|---|
RICHARD GABRIEL ASSOCIATES8+ years Service code 11 · EIN 23-2817579 | Actuarial | $64,500 |
MARKOWITZ & RICHMAN8+ years Service code 29 · EIN 23-2111581 | Legal | $13,190 |
FISCHER DORWART, P.C.7 years Service code 10 · EIN 23-2247478 | Accounting | $12,500 |
US BANK7 years Filed as: US BANK, N.A. Service code 15 · EIN 31-0841368 | Recordkeeping | $8,876 |
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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 | $33,081-100.0% | $53,690-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.5%-44.5pp |
| Annual return | 264.73% | 0.10%+264.6pp | -4.80%+269.5pp | -14.65%+279.4pp |
| Employer contribution / active EE | $5,513 | $45,650-87.9% | $30,897-82.2% | $46,321-88.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |