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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING Service code 50 · EIN 13-1835864 | Direct Payment | $146,239 |
FISCHER DORWART, P.C.3+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 50 · EIN 23-3060583 | Direct Payment | $79,450 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS INC. Service code 50 · EIN 36-3707782 | Direct Payment | $59,690 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 50 · EIN 94-1347393 | Direct Payment | $50,749 |
Filed as: CAPTRUST Service code 17 | Pension Consulting | $48,606 |
JACKSON LEWIS P.C.3+ years Filed as: JACKSON LEWIS Service code 50 · EIN 13-1863997 | Direct Payment | $43,609 |
BPS&M2 years Service code 50 · EIN 23-3060583 5301 VIRGINIA WAY STE 400 · BRENTWOOD, TN 37027 | Direct Payment | $6,360 |
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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 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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 10.22% | 22.74%-12.5pp | 16.78%-6.6pp | 13.95%-3.7pp |
| Employer contribution / active EE | $4,077 | $16,157-74.8% | $26,328-84.5% | $16,598-75.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |