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| Provider | Service type | Compensation |
|---|---|---|
HARTMAN & ASSOCIATES1+ years Filed as: HARTMAN & ASSOCIATES, INC. Service code 11 · EIN 38-3951802 | Actuarial | $23,632 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, L.L.C. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $18,630 |
FRANK J BAKER & COMPANY, LTD1+ years Filed as: FRANK J BAKER & COMPANY, LTD. Service code 10 · EIN 36-3086616 | Accounting | $14,800 |
LANIER MUCHIN LTD1+ years Service code 29 · EIN 36-3088463 | Legal | $12,466 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -5.27% | -1.73%-3.5pp | -3.43%-1.8pp | -7.14%+1.9pp |
| Employer contribution / active EE | $4,524 | $18,310-75.3% | $25,607-82.3% | $14,613-69.0% |
| Participant deferral / active EE | $2,548 | $87+2839.4% | $77+3191.4% | $60+4135.5% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |