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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $59,440 |
BEESON, TAYER & BODINE1+ years Service code 29 · EIN 94-3126136 | Legal | $30,753 |
Filed as: C.V. ADMINISTRATIVE SERVICES, INC. Service code 13 · EIN 94-3173383 | Contract Administrator | $21,412 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $15,891 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,662-100.0% | $130,648-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 65.10% | 2692.24%-2627.1pp | 1708.96%-1643.9pp | 345.32%-280.2pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |