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| Provider | Service type | Compensation |
|---|---|---|
LISA LINDAUER1 year Filed as: LISA RAMIREZ Service code 30 · EIN 27-6635486 | Employee (plan) | $33,456 |
LINDA FENNER2+ years Service code 30 · EIN 27-6635486 | Employee (plan) | $32,741 |
UNION INSURANCE GROUP1 year Service code 22 · EIN 36-4226088 | Insurance Broker | $21,541 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $16,765 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $11,500 |
UNIQUE COMPUTING SOLUTIONS2+ years Service code 16 · EIN 36-4127852 | Consulting | $10,171 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | - |
| Annual return | 548.08% | 72.14%+475.9pp | 10.52%+537.6pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $26,756-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $122-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $129-100.0% | - |