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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $30,295 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $20,170 |
COAST BENEFITS1 year Service code 13 · EIN 94-3173383 | Contract Administrator | $19,157 |
BEESON, TAYER & BODINE5 years Filed as: BEESON, TAYER & BODINE APC Service code 29 · EIN 94-3126136 | Legal | $6,862 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $5,408 |
Annual investment return 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | - |
| Annual return | -5.85% | 65.56%-71.4pp | 9.79%-15.6pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $40,174-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $199-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |