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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $144,859 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $104,017 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $91,269 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $86,160 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $76,347 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $70,100 |
TRUCKER HUSS2+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $54,028 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 94-2725513 | Securities Custodian | $23,556 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $22,416 |
Filed as: CBIZ MHM Service code 10 · EIN 34-1883473 | Accounting | $20,559 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.85% | 79.68%-68.8pp | 16.78%-5.9pp | 23.90%-13.0pp |
| Employer contribution / active EE | $2,950 | $21,735-86.4% | $26,328-88.8% | $16,539-82.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |