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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $66,275 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: THE WILLIAM C EARHART CO, INC Service code 14 · EIN 93-0509592 | Plan Administrator | $31,075 |
THE KORPI LAW FIRM PLLC1+ years Service code 29 · EIN 45-5137679 | Legal | $20,564 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $16,809 |
RVK, INC.1+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $14,167 |
BLUM SHAPIRO1+ years Filed as: CLIFTONLARSONLARSON LLP Service code 10 · EIN 41-0746749 | Accounting | $10,967 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | -4.94% | 4.80%-9.7pp | 7.98%-12.9pp | 4.56%-9.5pp |
| Employer contribution / active EE | $3,087 | $12,906-76.1% | $23,724-87.0% | $15,526-80.1% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |