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| Provider | Service type | Compensation |
|---|---|---|
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $40,851 |
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $38,100 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $27,637 |
Service code 36 · EIN 41-1605232 | Copying and duplicating | $5,389 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $5,029 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $832 | $80,412-99.0% | $109,163-99.2% | $101,517-99.2% |
| Participation rate | 99.9% | 84.4%+15.5pp | 75.9%+24.0pp | 74.6%+25.4pp |
| Annual return | 5.24% | 16.17%-10.9pp | 25.75%-20.5pp | 21.00%-15.8pp |
| Employer contribution / active EE | $688 | $3,731-81.6% | $3,723-81.5% | $2,973-76.9% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,654-100.0% | $4,873-100.0% |
| Admin fee / account holder | $16 | $135-88.4% | $6,754-99.8% | $139-88.8% |