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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $68,419 |
Filed as: HERITAGE INSTITUTIONAL Service code 27 · EIN 27-2388726 | Advisory (Plan) | $34,106 |
DIMICK, HYDE, & LEWIS, PC2 years Filed as: DIMICK HYDE AND LEWIS PC Service code 13 · EIN 73-1158890 | Contract Administrator | $16,779 |
IMA WEALTH INC2 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 | Insurance services | $9,601 |
Filed as: BRYAN LITTLE HALEY AND KENT Service code 10 · EIN 73-0941849 | Accounting | $8,250 |
MC AFEE AND TAFT1 year Service code 29 · EIN 73-0781676 | Legal | $7,461 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 5.84% | 33.70%-27.9pp | 14.64%-8.8pp | 53.27%-47.4pp |
| Employer contribution / active EE | $5,742 | $14,473-60.3% | $41,831-86.3% | $14,774-61.1% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |