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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $80,663 |
Filed as: HERITAGE INSTITUTIONAL Service code 27 · EIN 27-2388726 | Advisory (Plan) | $35,900 |
DIMICK, HYDE, & LEWIS, PC3 years Filed as: DIMICK HYDE AND LEWIS PC Service code 13 · EIN 73-1158890 | Contract Administrator | $17,150 |
IMA WEALTH INC3 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 | Insurance services | $10,186 |
Filed as: BRYAN LITTLE HALEY AND KENT PC Service code 10 · EIN 73-0941849 | Accounting | $8,250 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
OPPENHEIMER3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | 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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 3.07% | 8.15%-5.1pp | 7.87%-4.8pp | 11.45%-8.4pp |
| Employer contribution / active EE | $6,036 | $17,725-65.9% | $31,784-81.0% | $17,219-64.9% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |