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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 11 · EIN 06-1050034 | Actuarial | $173,715 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $52,417 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 27 · EIN 06-1055669 | Advisory (Plan) | $15,769 |
ANDREW & BRANSKY, P.A2 years Service code 29 · EIN 41-1502219 | Legal | $13,382 |
BAUMAN ASSOCIATES1 year Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $11,400 |
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Form 5500 reported that benefits due were not provided when due.
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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.35% | 1.05%+7.3pp | -752.26%+760.6pp | -0.69%+9.0pp |
| Employer contribution / active EE | $8,031 | $11,363-29.3% | $31,802-74.7% | $16,786-52.2% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |