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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $253,219 |
LANER MUCHIN2 years Filed as: LANER, MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $30,475 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 19 · EIN 56-0906609 | Securities Custodian | $27,501 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $22,423 |
Service code 38 · EIN 41-1605232 | Participant Communication | $13,860 |
Filed as: SOMMERS & FAHRENBACH INC Service code 38 · EIN 36-1796440 | Participant Communication | $5,856 |
GREG KING1 year Service code 20 · EIN 84-3791959 | Trustee (individual) | $5,387 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,684 | $94,566-98.2% | $97,032-98.3% | $94,566-98.2% |
| Participation rate | 99.5% | 85.7%+13.9pp | 71.6%+28.0pp | 85.7%+13.9pp |
| Annual return | 1.54% | 12.00%-10.5pp | 35.38%-33.8pp | 12.00%-10.5pp |
| Employer contribution / active EE | $409 | $4,385-90.7% | $2,629-84.4% | $4,385-90.7% |
| Participant deferral / active EE | $55 | $4,140-98.7% | $4,672-98.8% | $4,140-98.7% |
| Admin fee / account holder | $58 | $202-71.0% | $9,418-99.4% | $202-71.0% |