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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $30,230 |
AON CONSULTING3+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $26,511 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $19,132 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES,LLC Service code 28 · EIN 20-1443985 | Investment Management | $17,500 |
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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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 12.72% | 5.28%+7.4pp | 16.78%-4.1pp | 10.21%+2.5pp |
| Employer contribution / active EE | $23,889 | $35,590-32.9% | $26,328-9.3% | $42,272-43.5% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |