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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 27-2436452 | Advisory (Plan) | $150,000 |
TRI-AD ACTUARIES, INC.2+ years Filed as: TRI-AD Service code 11 · EIN 95-2887986 | Actuarial | $81,875 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT, RISIUS, ROSS, INC Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $36,554 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO NS Service code 21 · EIN 94-1347393 | Bank Trustee | $29,968 |
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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 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 5.66% | 10.91%-5.2pp | 12.88%-7.2pp | 10.41%-4.8pp |
| Employer contribution / active EE | $77,200 | $12,279+528.7% | $40,010+93.0% | $14,691+425.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |