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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1370698 | Advisory (Plan) | $49,213 |
CONNER & WINTERS3+ years Service code 29 · EIN 73-1388566 | Legal | $46,908 |
AMERIBEN3+ years Service code 13 · EIN 82-0497661 | Contract Administrator | $44,580 |
CUNEO, LAWSON, SHAY & STALEY3+ years Service code 10 · EIN 44-0642126 | Accounting | $28,138 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,549 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $15,587 |
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Employer contribution per participant 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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.26% | 11.09%+2.2pp | 8.32%+4.9pp | 13.95%-0.7pp |
| Employer contribution / active EE | $6,115 | $10,980-44.3% | $30,793-80.1% | $16,598-63.2% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |