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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 | Actuarial | $38,850 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
DOWD, BLOCH & BENNETT1+ years Service code 29 · EIN 36-3371377 | Legal | $23,272 |
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0676865 | Recordkeeping | $10,457 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $8,000 |
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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 | $82,591-100.0% | $177,383-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 23.8%-23.8pp | 0.8%-0.8pp |
| Annual return | -1.00% | -0.60%-0.4pp | -0.48%-0.5pp | -0.60%-0.4pp |
| Employer contribution / active EE | $437 | $12,272-96.4% | $23,357-98.1% | $12,272-96.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $17-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,964-100.0% | $717-100.0% |