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| Provider | Service type | Compensation |
|---|---|---|
SEIU LOCAL 2000 H & W FUND9+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $44,725 |
AMALGA TRUST9+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $37,770 |
ANDERS MINKLER HUBER & HELM LLP9+ years Service code 10 · EIN 43-0831507 | Accounting | $27,340 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $12,139 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,604 | $56,423-90.1% | $77,183-92.7% | $71,495-92.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 16.04% | 19.05%-3.0pp | 37.89%-21.9pp | 28.85%-12.8pp |
| Employer contribution / active EE | $737 | $1,866-60.5% | $2,534-70.9% | $2,589-71.5% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $147 | $1,429-89.7% | $5,475-97.3% | $1,588-90.7% |