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| Provider | Service type | Compensation |
|---|---|---|
OSWALD FINANCIAL, INC.1+ years Service code 27 · EIN 34-1892136 | Advisory (Plan) | $22,857 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995763 | Investment Management | $21,775 |
EXETER TRUST COMPANY1+ years Service code 21 · EIN 02-0476209 | Bank Trustee | $8,841 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 2.83% | 4.69%-1.9pp | 5.44%-2.6pp | 4.56%-1.7pp |
| Employer contribution / active EE | $1,321 | $15,631-91.5% | $25,481-94.8% | $15,526-91.5% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |