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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $302,937 |
MERCER4+ years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $146,671 |
DOUG JOHNSTON4+ years Service code 20 · EIN 36-6489098 | Trustee (individual); Employee (plan) | $83,992 |
MILAN DIKLICH4+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $83,948 |
WILLIAM BLAIR4+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-6489098 | Employee (plan) | $78,083 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $76,178 |
OGLETREE DEAKINS4+ years Filed as: OGLETREE, DEAKINS, NASH, SMOAK Service code 29 · EIN 57-1044820 | Legal | $61,691 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $58,500 |
MELODY NEYLAND4+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $54,764 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $53,959 |
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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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 0.81% | 21.83%-21.0pp | 12.93%-12.1pp | 21.83%-21.0pp |
| Employer contribution / active EE | $14,739 | $12,237+20.4% | $35,210-58.1% | $12,237+20.4% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |