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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $44,326 |
GBS RETIREMENT SERVICES3+ years Filed as: GBS CONSULTING Service code 27 | Advisory (Plan) | $44,000 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $31,722 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900080 | Accounting | $9,750 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $9,233 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 10.81% | 11.00%-0.2pp | 9.39%+1.4pp | 10.41%+0.4pp |
| Employer contribution / active EE | $42,995 | $16,132+166.5% | $33,466+28.5% | $14,691+192.7% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |