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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $114,698 |
HAGER & MCNAME CPAS, LLC1+ years Service code 13 · EIN 27-1451159 | Contract Administrator | $87,600 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $52,986 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,679 |
BERENBAUM WEINSHIENK PC1+ years Filed as: BERENBAUM WINSHIENK PC Service code 29 · EIN 84-1075194 | Legal | $39,371 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $29,070 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -2.45% | -1.13%-1.3pp | -0.81%-1.6pp | 2.81%-5.3pp |
| Employer contribution / active EE | $697 | $14,981-95.3% | $38,425-98.2% | $16,358-95.7% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |