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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $62,788 |
BENEFIT PROGRAMS ADMINISTRATION2+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $35,714 |
REICH, ADELL & CVITAN2+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 | Legal | $17,498 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $16,250 |
WURTS ASSOCIATES2+ years Filed as: WURTS & ASSOCIATES Service code 27 · EIN 91-1320111 | Advisory (Plan) | $8,583 |
US BANK2+ years Filed as: UNION BANK N.A. Service code 21 · EIN 94-0304228 | Bank Trustee | $7,467 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -0.99% | 0.80%-1.8pp | 5.44%-6.4pp | 4.16%-5.1pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |