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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $136,561 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN BROTHER HARRIMAN & CO. Service code 27 · EIN 13-4973745 | Advisory (Plan) | $30,187 |
STOWE & DEGON, LLC6+ years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $13,600 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10,293 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 9.86% | -14.68%+24.5pp | -2.84%+12.7pp | 259.14%-249.3pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |