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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON1 year Filed as: REAL & LETSON Service code 11 · EIN 94-1701048 | Actuarial | $109,406 |
REICH, ADELL & CVITAN3+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 | Legal | $35,719 |
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $35,487 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $16,250 |
US BANK3+ years Filed as: UNION BANK N.A. Service code 21 · EIN 94-0304228 | Bank Trustee | $8,450 |
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | -0.21% | 5.28%-5.5pp | 16.78%-17.0pp | 10.21%-10.4pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |