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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675640 | Plan Administrator | $192,743 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1486745 | Custodial (other than securities); Cu... | $153,875 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS, INC. Service code 27 · EIN 13-3451974 | Advisory (Plan) | $106,037 |
CAP FINANCIAL PARTNERS, LLC4+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $91,006 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $75,126 |
HUGHES PITTMAN & GUPTON, LLP2 years Filed as: HUGHES, PITTMAN& GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $8,550 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -0.90% | 7.01%-7.9pp | 12.68%-13.6pp | 0.19%-1.1pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |