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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST7+ years Service code 21 · EIN 38-3146104 | Bank Trustee | $64,517 |
WATKINS ROSS7+ years Service code 11 · EIN 38-1477362 | Actuarial | $16,905 |
MILLER JOHNSON1 year Service code 10 · EIN 38-1603110 | Accounting | $2,000 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -15.97% | 0.10%-16.1pp | -4.80%-11.2pp | -14.65%-1.3pp |
| Employer contribution / active EE | $5,258 | $45,650-88.5% | $30,897-83.0% | $46,321-88.6% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |