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| Provider | Service type | Compensation |
|---|---|---|
SEIU LOCAL 2000 H & W FUND1+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $119,384 |
AMALGA TRUST1+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $45,631 |
ANDERS MINKLER HUBER & HELM LLP1+ years Service code 10 · EIN 43-0831507 | Accounting | $21,825 |
HAMMOND AND SHINNERS, P.C.1+ years Filed as: HAMMOND AND SHINERS PC Service code 29 · EIN 43-1164305 | Legal | $18,768 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 | Actuarial | $15,150 |
WOLFE MCDUFF & OPPIE CPA1+ years Filed as: WOLFE NILGES NAHORSKI PC Service code 29 · EIN 43-1236296 | Legal | $9,870 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $4,014 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,946 | $48,277-91.8% | $63,244-93.8% | $55,191-92.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 4.52% | 2.37%+2.1pp | -70.31%+74.8pp | 10.78%-6.3pp |
| Employer contribution / active EE | $578 | $1,592-63.7% | $2,322-75.1% | $1,899-69.6% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $137 | $86+59.2% | $5,893-97.7% | $91+50.7% |