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| Provider | Service type | Compensation |
|---|---|---|
MWM CONSULTING GROUP2+ years Service code 11 · EIN 36-3870584 | Actuarial | $152,998 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $33,223 |
EASTER SEALS2+ years Service code 14 · EIN 36-2171729 | Plan Administrator | $28,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,442 |
ELLWOOD ASSOCIATES1 year Filed as: ELLSWOOD ASSOCIATES Service code 27 · EIN 36-3121777 | Advisory (Plan) | $19,545 |
ARMSTRONG TEASDALE2+ years Filed as: ARMSTRONG TEADSALE Service code 29 · EIN 43-1274026 | Legal | $5,364 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 8.17% | 8.48%-0.3pp | 9.39%-1.2pp | 10.21%-2.0pp |
| Employer contribution / active EE | $44,982 | $40,983+9.8% | $33,466+34.4% | $42,272+6.4% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |