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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES2+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 51 · EIN 86-0679109 | Investment Mgmt Fees | $38,148 |
SELTZER CAPTAIN MCMOHAN VITEK2+ years Service code 29 · EIN 95-2665305 | Legal | $23,014 |
REID, SAHM, ISAACS & SCHMELZLEN2+ years Service code 10 · EIN 33-0525120 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 45-1558009 | Securities Custodian | $7,889 |
TRI-AD ACTUARIES, INC.2+ years Service code 11 · EIN 95-2887986 | Actuarial | $6,071 |
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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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 7.21% | 10.78%-3.6pp | 8.93%-1.7pp | 13.95%-6.7pp |
| Employer contribution / active EE | $6,648 | $10,694-37.8% | $43,470-84.7% | $16,598-59.9% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |