Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 11 · EIN 91-2090931 | Actuarial | $22,673 |
DWYER PEMBERTON & COULSON PC2 years Filed as: DWYER, PEMBERTON & COULSON PC Service code 10 · EIN 91-1503183 | Accounting | $16,500 |
Service code 26 · EIN 91-1769299 | Advisory (Participants) | $9,973 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 4.95% | 9.92%-5.0pp | 32.33%-27.4pp | 22.81%-17.9pp |
| Employer contribution / active EE | $4,670 | $16,139-71.1% | $33,956-86.2% | $18,290-74.5% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |