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| Provider | Service type | Compensation |
|---|---|---|
DOWD, BLOCH & BENNETT2+ years Service code 29 · EIN 36-3371377 | Legal | $33,936 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 | Actuarial | $16,025 |
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0676865 | Recordkeeping | $10,163 |
MARQUETTE ASSOCIATES2+ 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 | $35,636-100.0% | $286,961-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 13.3%-13.3pp | 1.8%-1.8pp |
| Annual return | 5.43% | 7.18%-1.8pp | 2.61%+2.8pp | 7.18%-1.8pp |
| Employer contribution / active EE | $406 | $13,095-96.9% | $24,109-98.3% | $13,095-96.9% |
| Participant deferral / active EE | $0 | $385-100.0% | $17-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $148-100.0% | $362-100.0% |