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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $56,050 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: THE WILLIAM C EARHART CO, INC Service code 14 · EIN 93-0509592 | Plan Administrator | $40,975 |
THE KORPI LAW FIRM PLLC2+ years Service code 29 · EIN 45-5137679 | Legal | $25,413 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $20,210 |
RVK, INC.2+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $17,000 |
BLUM SHAPIRO2+ years Filed as: CLIFTONLARSONLARSON LLP Service code 10 · EIN 41-0746749 | Accounting | $8,900 |
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Employer contribution per participant 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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 12.57% | 10.98%+1.6pp | 10.53%+2.0pp | 10.41%+2.2pp |
| Employer contribution / active EE | $2,881 | $15,231-81.1% | $29,360-90.2% | $14,691-80.4% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |