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| Provider | Service type | Compensation |
|---|---|---|
REICH, ADELL & CVITAN5+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 | Legal | $37,863 |
BENEFIT PROGRAMS ADMINISTRATION5+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $36,669 |
VENUTI & ASSOCIATES2 years Service code 11 · EIN 04-3721424 | Actuarial | $36,000 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
US BANK5+ years Filed as: UNION BANK N.A. Service code 21 · EIN 94-0304228 | Bank Trustee | $10,964 |
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | -18.35% | 4.63%-23.0pp | 29.77%-48.1pp | 12.16%-30.5pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |