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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $39,798 |
BEESON, TAYER & BODINE1 year Filed as: BEESON, TAYER & BODINE APC Service code 29 · EIN 94-3126136 | Legal | $24,278 |
Filed as: C.V. ADMINISTRATIVE SERVICES, INC. Service code 13 · EIN 94-3173383 | Contract Administrator | $21,159 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $16,827 |
Filed as: HIGHLAND CAPITAL Service code 27 · EIN 20-4284376 | Advisory (Plan) | $8,750 |
Annual investment return 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.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $439,512-100.0% | $439,512-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 39.3%-39.3pp | 26.8%-26.8pp | 37.6%-37.6pp |
| Annual return | -6.22% | 8.27%-14.5pp | 9.07%-15.3pp | 9.30%-15.5pp |
| Employer contribution / active EE | $0 | $52,249-100.0% | $46,116-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $104-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $147,323-100.0% | $147,323-100.0% | $12,596-100.0% |