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| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP1+ years Filed as: VERRILL & DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $13,093 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $9,800 |
Service code 10 · EIN 36-2996439 | Accounting | $8,922 |
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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 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | 1.26% | -2.74%+4.0pp | -3.29%+4.6pp | 10.56%-9.3pp |
| Employer contribution / active EE | $1,571 | $9,887-84.1% | $36,762-95.7% | $13,643-88.5% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |