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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $200,066 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $68,937 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $31,903 |
Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $19,314 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $19,000 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $6,356 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 12.83% | 8.44%+4.4pp | 14.21%-1.4pp | 9.11%+3.7pp |
| Employer contribution / active EE | $1,455 | $3,337-56.4% | $29,473-95.1% | $12,231-88.1% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |