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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $243,100 |
Filed as: TIC INTERNATIONAL CORP Service code 10 · EIN 13-2600875 | Accounting | $30,000 |
Filed as: CAPTRUST FINANICAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
Filed as: ASHER, GITTLER, & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $24,408 |
FOSTER & FOSTER4 years Service code 11 · EIN 59-1921114 | Actuarial | $16,000 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $14,000 |
BMO HARRIS BANK NA1 year Service code 50 · EIN 36-2085229 | Direct Payment | $2,453 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -14.27% | -6.78%-7.5pp | -5.85%-8.4pp | 39.82%-54.1pp |
| Employer contribution / active EE | $17,515 | $13,335+31.3% | $31,839-45.0% | $19,980-12.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |