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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES2+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $54,000 |
MANNING & NAPIER2+ years Service code 28 · EIN 45-3328488 | Investment Management | $40,850 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $31,073 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $16,000 |
ANDERSON & REED, LLP2+ years Service code 10 · EIN 54-0617257 | Accounting | $13,000 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $11,185 |
C.S. MCKEE, L.P.2+ years Service code 28 · EIN 25-1900687 | Investment Management | $10,335 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.95% | 11.78%-0.8pp | 8.32%+2.6pp | 23.90%-12.9pp |
| Employer contribution / active EE | $5,489 | $11,309-51.5% | $30,793-82.2% | $16,539-66.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |