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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NAT'L EMPLOYEE BENEFITS ADMIN, INC. Service code 14 · EIN 65-0498809 | Plan Administrator | $343,613 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $175,217 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $118,204 |
Filed as: NATIONAL INVESTMENT SERVICES, LLC Service code 28 · EIN 84-3937993 | Investment Management | $106,219 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $82,910 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $78,000 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $51,979 |
COMMERCE BANK5+ years Service code 28 · EIN 48-0962626 | Investment Management | $39,245 |
SPENCER FANE LLP5+ years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $28,491 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $13,598 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 6.73% | 11.11%-4.4pp | 10.57%-3.8pp | 11.45%-4.7pp |
| Employer contribution / active EE | $2,063 | $4,670-55.8% | $18,335-88.8% | $17,219-88.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |