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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 27-2436452 | Advisory (Plan) | $150,000 |
TRI-AD ACTUARIES, INC.4+ years Filed as: TRI-AD Service code 11 · EIN 95-2887986 | Actuarial | $55,533 |
STOUT, CAUSEY & HORNING, P.A.4+ years Filed as: STOUT, RISIUS, ROSS, INC Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $36,022 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO NS Service code 21 · EIN 94-1347393 | Bank Trustee | $30,040 |
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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 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.3%-47.3pp |
| Annual return | -3.63% | 10.25%-13.9pp | 10.78%-14.4pp | 12.16%-15.8pp |
| Employer contribution / active EE | $15,789 | $47,546-66.8% | $41,857-62.3% | $44,747-64.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |