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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 27-2436452 | Advisory (Plan) | $150,000 |
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-AD Service code 11 · EIN 95-2887986 | Actuarial | $50,025 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO NS Service code 21 · EIN 94-1347393 | Bank Trustee | $29,831 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT, RISIUS, ROSS, INC Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $28,625 |
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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 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 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | -0.85% | 4.39%-5.2pp | 4.07%-4.9pp | 4.56%-5.4pp |
| Employer contribution / active EE | $52,579 | $12,633+316.2% | $36,235+45.1% | $15,526+238.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |