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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 | Contract Administrator; Direct paymen... | $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 | $106,351-66.8% | $105,223-66.4% | $103,975-66.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 8.75% | 11.69%-2.9pp | 180.65%-171.9pp | 19.41%-10.7pp |
| Employer contribution / active EE | $1,352 | $5,336-74.7% | $3,689-63.4% | $3,722-63.7% |
| Participant deferral / active EE | $2,736 | $3,221-15.1% | $5,072-46.1% | $5,343-48.8% |
| Admin fee / account holder | $70 | $316-77.8% | $8,859-99.2% | $332-78.9% |