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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST8+ years Service code 21 · EIN 38-3146104 | Bank Trustee | $53,435 |
WATKINS ROSS8+ years Service code 11 · EIN 38-1477362 | Actuarial | $15,604 |
MILLER JOHNSON2 years Service code 10 · EIN 38-1603110 | Accounting | $514 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 11.71% | 16.55%-4.8pp | 15.31%-3.6pp | 24.44%-12.7pp |
| Employer contribution / active EE | $6,331 | $42,466-85.1% | $28,686-77.9% | $41,344-84.7% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |