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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS5 years Service code 11 · EIN 38-1477362 | Actuarial | $23,390 |
WILMINGTON TRUST3 years Service code 21 · EIN 16-1486454 | Bank Trustee | $22,449 |
Filed as: LONG, CPA PLLC Service code 10 · EIN 81-1806291 | Accounting | $5,500 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 15.51% | 4.93%+10.6pp | 7.32%+8.2pp | 9.30%+6.2pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |