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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $104,663 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 20-1443985 | Investment Management | $39,375 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $38,790 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $27,074 |
MORGAN LEWIS4 years Service code 29 · EIN 23-0891050 | Legal | $22,061 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $17,725 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 77.03% | 221.56%-144.5pp | 29.77%+47.3pp | 53.27%+23.8pp |
| Employer contribution / active EE | $8,393 | $12,096-30.6% | $33,607-75.0% | $14,774-43.2% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |