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| Provider | Service type | Compensation |
|---|---|---|
LORENA GONZALEZ4+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $105,338 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 95-1503999 | Actuarial | $93,447 |
MIRNA VILLEGAS4+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $85,190 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $65,080 |
SELLWOOD CONSULTING LLC2 years Service code 27 · EIN 80-0827237 | Advisory (Plan) | $44,037 |
GILBERT & SACKMAN4+ years Service code 29 · EIN 95-2906951 | Legal | $38,973 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $37,431 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $12,355 |
IQ PLUS4+ years Service code 15 · EIN 95-2294751 | Recordkeeping | $10,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 1.18% | 16.32%-15.1pp | 9.69%-8.5pp | 16.32%-15.1pp |
| Employer contribution / active EE | $6,418 | $17,007-62.3% | $42,379-84.9% | $17,007-62.3% |
| Participant deferral / active EE | $0 | $406-100.0% | $0 | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |