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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.4+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $33,600 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $29,129 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $28,000 |
LWBJ, LLP4+ years Service code 10 · EIN 42-1462849 | Accounting | $15,000 |
DOUGLAS REED1 year Service code 29 · EIN 45-2802820 | Legal | $9,600 |
JAMES V GALLERY AND ASSOCIATES4+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
Service code 28 · EIN 42-1524302 | Investment Management | $6,718 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -4.19% | 1.05%-5.2pp | -752.26%+748.1pp | -0.69%-3.5pp |
| Employer contribution / active EE | $8,152 | $11,363-28.3% | $31,802-74.4% | $16,786-51.4% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |