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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $34,047 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 · EIN 06-1050034 | Recordkeeping | $19,807 |
BENNETT & ASSOCIATES CPAS PLLC10+ years Service code 10 · EIN 27-3488128 | Accounting | $18,214 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $14,726 |
Filed as: NOVARA TESIJA CATENACCI MCDONALD & Service code 29 · EIN 38-3763096 | Legal | $12,576 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC7 years Service code 29 · EIN 38-2995783 | Legal | $7,780 |
UA LOCAL 1901 year Service code 12 · EIN 38-0895168 | Direct payment from the plan; Contrac... | $6,708 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,330 | $98,776-64.2% | $119,126-70.3% | $89,670-60.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 8.75% | 9.25%-0.5pp | 282.11%-273.4pp | 19.66%-10.9pp |
| Employer contribution / active EE | $1,352 | $5,802-76.7% | $4,034-66.5% | $4,041-66.6% |
| Participant deferral / active EE | $2,736 | $1,748+56.5% | $5,318-48.6% | $3,962-31.0% |
| Admin fee / account holder | $70 | $230-69.6% | $10,693-99.3% | $352-80.1% |