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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $122,480 |
Filed as: FIFTH THIRD BANK Service code 25 · EIN 31-6854434 | Directed Trustee | $115,729 |
Filed as: HARDING, SHYMANSKI & CO. Service code 10 · EIN 35-1346211 | Accounting | $15,050 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $14,207 |
Filed as: LAW OFFICES OF DAVID ZEID Service code 25 · EIN 04-1405384 | Directed Trustee | $6,660 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 10.27% | 12.38%-2.1pp | 10.53%-0.3pp | 23.90%-13.6pp |
| Employer contribution / active EE | $1,311 | $23,325-94.4% | $29,360-95.5% | $16,539-92.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |