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| Provider | Service type | Compensation |
|---|---|---|
GROOMS & HARKINS, P.C.2 years Service code 13 · EIN 83-0258296 | Contract Administrator | $81,000 |
TRANSFORM WEALTH2 years Service code 28 · EIN 81-1683097 | Investment Management | $26,207 |
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $21,973 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $21,336 |
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $11,589 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | - |
| Annual return | 4.48% | 72.14%-67.7pp | 8.10%-3.6pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $28,649-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $10-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $60,136-100.0% | - |