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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE 1 Service code 30 · EIN 95-2238031 | Employee (plan) | $113,728 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 95-1503999 | Actuarial | $110,249 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE 2 Service code 30 · EIN 95-2238031 | Employee (plan) | $97,636 |
GILBERT & SACKMAN7+ years Service code 29 · EIN 95-2906951 | Legal | $81,384 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $81,192 |
SELLWOOD CONSULTING LLC5 years Service code 27 · EIN 80-0827237 | Advisory (Plan) | $48,598 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $40,682 |
ADVANCED COMPUTER CARE1 year Service code 99 · EIN 71-0937865 | Other Fees | $14,463 |
IQ PLUS7+ years Service code 15 · EIN 95-2294751 | Recordkeeping | $14,070 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $7,586 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | 3.73% | 39.77%-36.0pp | -9.70%+13.4pp | 39.77%-36.0pp |
| Employer contribution / active EE | $8,283 | $19,959-58.5% | $44,610-81.4% | $19,959-58.5% |
| Participant deferral / active EE | $0 | $614-100.0% | $0 | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |