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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN KITAYAMA Service code 30 · EIN 51-6029899 | Employee (plan) | $112,790 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $82,135 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $61,624 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $41,116 |
TRUCKER HUSS3+ years Service code 29 · EIN 94-3216063 | Legal | $33,044 |
GOLDMAN SACHS3+ years Filed as: DSF CAPITAL PARTNERS IV Service code 28 · EIN 32-0368268 | Investment Management | $31,105 |
PENSION FUND EVALUATIONS, INC.3+ years Service code 17 · EIN 11-2503982 | Pension Consulting | $24,000 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $20,662 |
3D ASSET MANAGEMENT3+ years Service code 28 · EIN 20-3725583 | Investment Management | $19,053 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $16,821 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $68,458-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 12.05% | 33.37%-21.3pp | -0.87%+12.9pp | 33.37%-21.3pp |
| Employer contribution / active EE | $1,803 | $11,253-84.0% | $21,826-91.7% | $11,253-84.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $656-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $165-100.0% | $99,113-100.0% |