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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 14 · EIN 94-1646941 | Plan Administrator | $280,850 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $33,600 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $30,803 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $29,647 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $9,773 |
ULLICO10+ years Filed as: UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $5,893 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 26.69% | 7.69%+19.0pp | 8.92%+17.8pp | 13.05%+13.6pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |