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| Provider | Service type | Compensation |
|---|---|---|
WEAVER LLP3 years Filed as: MCCARTHY & PREECE Service code 29 · EIN 84-3667887 | Legal | $60,000 |
PRISCILLA FARDUCHI1 year Service code 15 · EIN 48-2849057 | Recordkeeping | $51,464 |
Filed as: JOSEPH GIOVINCO Service code 14 · EIN 46-2849057 | Plan Administrator | $26,496 |
EASTERN STATES JOINT BOARD4+ years Service code 49 · EIN 46-2849057 | Other Services | $26,461 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $24,000 |
Service code 11 · EIN 99-2136324 | Actuarial | $14,417 |
Service code 28 · EIN 11-2559669 | Investment Management | $12,036 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $9,848 |
LAWRENCE S. FISCHER, CPA1 year Filed as: LAWRENCE FISCHER, CPA Service code 10 · EIN 52-2326815 | Accounting | $7,450 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 7.45% | 8.87%-1.4pp | 78.99%-71.5pp | 8.87%-1.4pp |
| Employer contribution / active EE | $2,299 | $15,740-85.4% | $29,717-92.3% | $15,740-85.4% |
| Participant deferral / active EE | $0 | $753-100.0% | $224-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |