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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $145,550 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $25,000 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $16,485 |
ANDREW & BRANSKY, P.A2+ years Service code 29 · EIN 41-1502219 | Legal | $10,312 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 18 · EIN 23-2384840 | Custodial (other than securities) | $7,279 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.73% | 5.13%+1.6pp | 4.74%+2.0pp | 7.18%-0.5pp |
| Employer contribution / active EE | $7,678 | $14,689-47.7% | $36,089-78.7% | $13,095-41.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |