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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $47,780 |
BENEFIT PROGRAMS ADMINISTRATION4+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $36,155 |
REICH, ADELL & CVITAN4+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 | Legal | $32,910 |
VENUTI & ASSOCIATES1 year Service code 11 · EIN 04-3721424 | Actuarial | $18,000 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $16,500 |
US BANK4+ years Filed as: UNION BANK N.A. Service code 21 · EIN 94-0304228 | Bank Trustee | $10,023 |
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.
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 | $360,335-100.0% | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | - |
| Annual return | -9.82% | 25.06%-34.9pp | 12.68%-22.5pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $22,860-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $123-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $2,825-100.0% | - |