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| Provider | Service type | Compensation |
|---|---|---|
MHBT2+ years Service code 11 · EIN 27-3931488 | Actuarial | $20,194 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $16,800 |
SHERMAN & HOWARD1 year Filed as: TAFT STITTINIUS & HOLLISTER LLP Service code 29 · EIN 31-0541755 | Legal | $14,858 |
HALL ESTILL1 year Service code 29 · EIN 73-0931831 | Legal | $11,701 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 3.16% | 4.23%-1.1pp | 3.97%-0.8pp | 4.56%-1.4pp |
| Employer contribution / active EE | $15,150 | $16,147-6.2% | $28,168-46.2% | $15,526-2.4% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |