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| Provider | Service type | Compensation |
|---|---|---|
LISA LINDAUER2 years Filed as: LISA RAMIREZ Service code 30 · EIN 27-6635486 | Employee (plan) | $37,421 |
LINDA FENNER3+ years Service code 30 · EIN 27-6635486 | Employee (plan) | $35,458 |
UNION INSURANCE GROUP2 years Service code 22 · EIN 36-4226088 | Insurance Broker | $23,865 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $21,769 |
UNIQUE COMPUTING SOLUTIONS3+ years Service code 16 · EIN 36-4127852 | Consulting | $14,985 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $11,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 560.61% | 65.56%+495.0pp | 16.77%+543.8pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $28,306-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $40-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |