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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 27-2436452 | Advisory (Plan) | $150,000 |
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-AD Service code 11 · EIN 95-2887986 | Actuarial | $50,370 |
STOUT, CAUSEY & HORNING, P.A.3+ years Filed as: STOUT, RISIUS, ROSS, INC Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $38,200 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO NS Service code 21 · EIN 94-1347393 | Bank Trustee | $26,709 |
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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 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 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | 0.53% | -3.41%+3.9pp | -3.29%+3.8pp | -82.67%+83.2pp |
| Employer contribution / active EE | $14,783 | $41,836-64.7% | $36,762-59.8% | $43,771-66.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |