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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $70,353 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN BROTHER HARRIMAN & CO. Service code 27 · EIN 13-4973745 | Advisory (Plan) | $27,017 |
STOWE & DEGON, LLC3+ years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9,844 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 9.61% | 11.14%-1.5pp | 16.78%-7.2pp | 10.41%-0.8pp |
| Employer contribution / active EE | $6,603 | $14,043-53.0% | $26,328-74.9% | $14,691-55.1% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |