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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $49,200 |
COAST BENEFITS2+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $44,250 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 | Legal | $6,712 |
Filed as: FOCUS INVESTMENT GROUP Service code 27 · EIN 33-0606466 | Advisory (Plan) | $5,539 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $160,039-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 2.4%-2.4pp |
| Annual return | 13.57% | 8.86%+4.7pp | 9.15%+4.4pp | 7.94%+5.6pp |
| Employer contribution / active EE | $8,171 | $14,047-41.8% | $26,409-69.1% | $18,544-55.9% |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,701-100.0% | $200-100.0% |