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| Provider | Service type | Compensation |
|---|---|---|
KRISTEN KENAGA2+ years Service code 30 · EIN 34-1907600 | Employee (plan) | $27,097 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $25,993 |
THE BOGDAHN GROUP2+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,600 |
Service code 13 · EIN 34-6727973 | Contract Administrator | $16,774 |
GARY M. TIBONI, CPA2+ years Service code 10 | Accounting | $13,965 |
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $11,037 |
COLUMBIA2+ years Filed as: THE COLUMBIA MANAGEMENT Service code 28 · EIN 01-0547933 | Investment Management | $8,549 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $7,206 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $380,050-100.0% | $322,681-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 27.6%-27.6pp | 45.6%-45.6pp |
| Annual return | 5.84% | 3.71%+2.1pp | 4.07%+1.8pp | 4.16%+1.7pp |
| Employer contribution / active EE | $0 | $41,545-100.0% | $36,235-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |