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| Provider | Service type | Compensation |
|---|---|---|
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS, PHILLIPS & BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $79,770 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $70,300 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $32,021 |
ATESSA BENEFITS1+ years Filed as: ATESSA BENEFITS, INC. Service code 16 · EIN 02-0429408 | Consulting | $18,736 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 1.14% | -0.43%+1.6pp | -3.43%+4.6pp | -0.60%+1.7pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |