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| Provider | Service type | Compensation |
|---|---|---|
ROY & ASSOCIATES7+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $94,861 |
US BANK7+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $36,025 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $29,473 |
HENNINGFIELD & ASSOCIATES, INC.7+ years Service code 10 · EIN 54-2189926 | Accounting | $27,970 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $5,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | 3.60% | -0.56%+4.2pp | -3.21%+6.8pp | 39.77%-36.2pp |
| Employer contribution / active EE | $2,404 | $21,553-88.8% | $46,051-94.8% | $19,959-88.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |