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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $143,358 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $29,250 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $16,565 |
Service code 27 · EIN 20-1492014 | Advisory (Plan) | $15,000 |
ANDREW & BRANSKY, P.A1+ years Service code 29 · EIN 41-1502219 | Legal | $7,851 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 23-2384840 | Custodial (other than securities) | $7,377 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.15% | 0.06%-0.2pp | -0.81%+0.7pp | -0.60%+0.5pp |
| Employer contribution / active EE | $8,189 | $14,206-42.4% | $38,425-78.7% | $12,272-33.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |