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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 13 · EIN 91-1363171 | Contract Administrator | $71,400 |
CUNI, RUST & STRENK4+ years Service code 11 · EIN 31-1227755 | Actuarial | $43,450 |
DOWD, BLOCH & BENNETT4+ years Service code 29 · EIN 36-3371377 | Legal | $32,763 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $31,122 |
Service code 15 · EIN 31-0676865 | Recordkeeping | $13,807 |
MARQUETTE ASSOCIATES4+ 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 | $18,026,966-100.0% | $68,458-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 10.1%-10.1pp | 1.8%-1.8pp |
| Annual return | -5.17% | 0.19%-5.4pp | -0.87%-4.3pp | 0.19%-5.4pp |
| Employer contribution / active EE | $349 | $13,763-97.5% | $21,826-98.4% | $13,763-97.5% |
| Participant deferral / active EE | $0 | $804-100.0% | $656-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $165-100.0% | $426-100.0% |