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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $77,951 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $18,485 |
MORISON COGEN LLP3+ years Service code 10 · EIN 23-1406493 | Accounting | $11,000 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 14.04% | 3.14%+10.9pp | 10.53%+3.5pp | 10.21%+3.8pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |