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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $100,627 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $79,779 |
Filed as: BANK OF AMERICA Service code 15 · EIN 13-6574085 | Recordkeeping | $56,951 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-2984230 | Recordkeeping | $35,360 |
BLACKROCK2 years Service code 27 · EIN 20-5319476 | Advisory (Plan) | $23,139 |
SHANNON & ASSOCIATES, LLP4+ years Service code 10 · EIN 91-1125800 | Accounting | $10,550 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -7.69% | 13.30%-21.0pp | 4.36%-12.0pp | -0.69%-7.0pp |
| Employer contribution / active EE | $4,368 | $10,363-57.9% | $27,383-84.0% | $16,786-74.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |