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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, L.L.C. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $19,473 |
HARTMAN & ASSOCIATES2+ years Filed as: HARTMAN & ASSOCIATES, INC. Service code 11 · EIN 38-3951802 | Actuarial | $18,984 |
FRANK J BAKER & COMPANY, LTD2+ years Filed as: FRANK J BAKER & COMPANY, LTD. Service code 10 · EIN 36-3086616 | Accounting | $14,000 |
LANIER MUCHIN LTD2+ years Service code 29 · EIN 36-3088463 | Legal | $8,605 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 4.15% | 4.69%-0.5pp | 5.44%-1.3pp | 4.56%-0.4pp |
| Employer contribution / active EE | $4,535 | $15,631-71.0% | $25,481-82.2% | $15,526-70.8% |
| Participant deferral / active EE | $2,541 | $53+4727.2% | $65+3816.1% | $97+2532.8% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |