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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $106,659 |
CUNI, RUST & STRENK9+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $70,750 |
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $60,000 |
CIUNI & PANICHI, INC.2 years Service code 10 · EIN 34-1322309 | Accounting | $37,914 |
ASCENSUS LLC9+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $35,653 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 22.70% | 11.01%+11.7pp | 8.10%+14.6pp | 7.65%+15.1pp |
| Employer contribution / active EE | $6,489 | $13,413-51.6% | $28,649-77.3% | $20,582-68.5% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |