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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $56,493 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN BROTHER HARRIMAN & CO. Service code 27 · EIN 13-4973745 | Advisory (Plan) | $32,298 |
STOWE & DEGON, LLC8+ years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $14,200 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $11,433 |
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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 | $247,120-100.0% | $213,834-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.5%-44.5pp |
| Annual return | -15.88% | -11.83%-4.0pp | -5.12%-10.8pp | -14.65%-1.2pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |