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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $31,488 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $30,000 |
TRANSFORM WEALTH1 year Service code 28 · EIN 81-1683097 | Investment Management | $28,805 |
NEEDLES & ASSOCIATES, LLC3 years Filed as: NEEDLES & ASSOCIATES Service code 10 · EIN 51-0435869 | Accounting | $26,525 |
PNC BANK, N.A.1 year Filed as: TMCC PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $14,299 |
Service code 29 · EIN 91-1917286 | Legal | $8,172 |
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Employer contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 18.20% | 11.01%+7.2pp | 8.10%+10.1pp | 7.65%+10.5pp |
| Employer contribution / active EE | $2,551 | $13,413-81.0% | $28,649-91.1% | $20,582-87.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |