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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN BROTHER HARRIMAN & CO. Service code 27 · EIN 13-4973745 | Advisory (Plan) | $39,943 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $25,654 |
STOWE & DEGON, LLC10+ years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $14,800 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $11,122 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 8.85% | 3.50%+5.3pp | 5.16%+3.7pp | 13.05%-4.2pp |
| Employer contribution / active EE | $0 | $34,017-100.0% | $26,479-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |