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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIAM C. EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $118,750 |
US BANK1 year Filed as: US BANK N.A Service code 19 · EIN 31-0841368 | Securities Custodian | $62,998 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $61,667 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $29,366 |
Service code 29 · EIN 91-0889948 | Legal | $18,000 |
METROPRESORT2 years Service code 36 · EIN 93-0799990 | Direct payment from the plan; Copying... | $6,106 |
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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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 3.17% | 8.42%-5.3pp | 11.38%-8.2pp | 15.63%-12.5pp |
| Employer contribution / active EE | $363 | $5,390-93.3% | $18,467-98.0% | $11,476-96.8% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |