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| Provider | Service type | Compensation |
|---|---|---|
DEAN ACTUARIES, LLC6+ years Service code 11 · EIN 75-2548006 | Actuarial | $11,150 |
FINLEY & COOK6+ years Service code 10 · EIN 73-0604334 | Accounting | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 3.37% | 9.55%-6.2pp | 9.52%-6.2pp | 9.29%-5.9pp |
| Employer contribution / active EE | $13,306 | $20,722-35.8% | $41,951-68.3% | $15,168-12.3% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |