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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNATIONAL CORP Service code 10 · EIN 13-2600875 | Accounting | $60,825 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $16,500 |
SUMMERS, SPENCER & COMPANY PA2+ years Filed as: SUMMERS SPENCER & COMPANY PA Service code 10 · EIN 48-0969601 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,060 | $54,392-98.1% | $84,753-98.7% | $63,975-98.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -2.07% | 611.38%-613.4pp | 22.78%-24.9pp | 48.65%-50.7pp |
| Employer contribution / active EE | $457 | $2,943-84.5% | $3,574-87.2% | $2,182-79.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $32 | $136-76.3% | $5,333-99.4% | $70-54.2% |