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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $241,854 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $82,700 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 20-1443985 | Investment Management | $70,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $59,300 |
MORGAN LEWIS5 years Service code 29 · EIN 23-0891050 | Legal | $38,171 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $35,827 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 11.90% | 10.60%+1.3pp | -2.84%+14.7pp | 627.08%-615.2pp |
| Employer contribution / active EE | $83,836 | $19,729+324.9% | $33,329+151.5% | $18,824+345.4% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |