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| Provider | Service type | Compensation |
|---|---|---|
CAMILLE LUISI4 years Service code 14 · EIN 81-4551030 | Plan Administrator | $80,388 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 | Actuarial | $45,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $42,826 |
SPIVAK LIPTON LLP8 years Filed as: SPIVAK LIPTON,LLP Service code 29 · EIN 13-3494495 | Legal | $41,940 |
WILMINGTON TRUST8 years Service code 19 · EIN 16-1486454 | Securities Custodian | $34,368 |
LISA LINDAUER2 years Filed as: LISA CAMPAGNA Service code 30 · EIN 81-4551030 | Employee (plan) | $30,839 |
MARINER LLC8 years Filed as: MARINER INSTITUTIONAL CONSULTING Service code 17 · EIN 35-2517184 | Pension Consulting | $30,000 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 5.90% | 8.51%-2.6pp | 10.52%-4.6pp | 8.76%-2.9pp |
| Employer contribution / active EE | $31,088 | $16,216+91.7% | $26,749+16.2% | $16,650+86.7% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |