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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $72,097 |
STOWE & DEGON, LLC1+ years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $12,850 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHER HARRIMAN & CO. Service code 27 · EIN 13-4973745 | Advisory (Plan) | $11,960 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8,842 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -4.50% | -1.73%-2.8pp | -3.43%-1.1pp | -7.14%+2.6pp |
| Employer contribution / active EE | $11,118 | $18,310-39.3% | $25,607-56.6% | $14,613-23.9% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |