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| Provider | Service type | Compensation |
|---|---|---|
MHBT3+ years Service code 11 · EIN 27-3931488 | Actuarial | $42,482 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $18,900 |
HALL ESTILL2 years Service code 29 · EIN 73-0931831 | Legal | $10,724 |
BEASLEY & COMPANY1 year Service code 17 · EIN 73-1412334 | Pension Consulting | $6,149 |
Filed as: HUB INTERNATIONAL Service code 23 · EIN 75-3243028 | Insurance services | $5,769 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 6.17% | 11.00%-4.8pp | 9.39%-3.2pp | 10.41%-4.2pp |
| Employer contribution / active EE | $26,365 | $16,132+63.4% | $33,466-21.2% | $14,691+79.5% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |