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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $66,166 |
RIDER DICKERSON1+ years Filed as: RIDER DICKERSON INC Service code 36 · EIN 36-2329183 | Copying and duplicating; Other services | $9,800 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 16 · EIN 23-2182079 | Consulting | $6,000 |
FRANCZEK RADELET P.C.1+ years Filed as: FRANCZEK RADELET Service code 29 · EIN 36-3924177 | Legal | $5,000 |
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON AND KROL, LLC Service code 29 · EIN 36-4342024 | Legal | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,299 | $34,220-93.3% | $73,835-96.9% | $59,188-96.1% |
| Participation rate | 70.7% | 59.1%+11.6pp | 73.4%-2.7pp | 69.4%+1.3pp |
| Annual return | 0.00% | 3.36%-3.4pp | 2268.13%-2268.1pp | 5.51%-5.5pp |
| Employer contribution / active EE | $28 | $1,480-98.1% | $2,788-99.0% | $2,098-98.7% |
| Participant deferral / active EE | $1,560 | $2,035-23.3% | $3,583-56.5% | $3,265-52.2% |
| Admin fee / account holder | $109 | $64+70.2% | $4,880-97.8% | $92+18.3% |