Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 11 · EIN 91-2090931 | Actuarial | $21,585 |
DWYER PEMBERTON & COULSON PC3 years Filed as: DWYER, PEMBERTON & COULSON PC Service code 10 · EIN 91-1503183 | Accounting | $17,524 |
Service code 26 · EIN 91-1769299 | Advisory (Participants) | $10,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 2.98% | 7.03%-4.0pp | 9.82%-6.8pp | 7.65%-4.7pp |
| Employer contribution / active EE | $3,208 | $15,106-78.8% | $30,322-89.4% | $20,582-84.4% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |