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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $268,570 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $41,000 |
KATZ, SAPPER & MILLER4+ years Service code 10 · EIN 35-1090346 | Accounting | $32,350 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $23,580 |
PARAMOUNT HEALTH4+ years Service code 10 · EIN 48-4748860 | Accounting | $21,000 |
ALATEK4+ years Service code 16 · EIN 62-1782185 | Consulting | $13,125 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -5.67% | -1.31%-4.4pp | -0.70%-5.0pp | 33.37%-39.0pp |
| Employer contribution / active EE | $3,257 | $12,967-74.9% | $28,903-88.7% | $11,253-71.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |