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| Provider | Service type | Compensation |
|---|---|---|
GBS RETIREMENT SERVICES1+ years Filed as: GBS CONSULTING Service code 27 | Advisory (Plan) | $44,000 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $42,019 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $33,040 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900080 | Accounting | $8,150 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $5,447 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -0.78% | -0.85%+0.1pp | -1.08%+0.3pp | -7.14%+6.4pp |
| Employer contribution / active EE | $17,270 | $14,391+20.0% | $35,779-51.7% | $14,613+18.2% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |