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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $106,979 |
HALLMARK CAPITAL MANAGEMENT, INC3+ years Service code 28 · EIN 22-3737470 | Investment Management | $85,562 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $20,963 |
WILLIAM C. EARHART CO., INC.3+ years Filed as: WILLIAM C EARHART CO, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $18,663 |
US BANK3+ years Filed as: US BANK, NA Service code 49 · EIN 31-0841368 | Other Services | $5,939 |
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Employer contribution per participant 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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 11.47% | 18.28%-6.8pp | 10.53%+0.9pp | 13.95%-2.5pp |
| Employer contribution / active EE | $1,404 | $11,746-88.0% | $29,360-95.2% | $16,598-91.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |