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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $191,384 |
BENEFIT PROGRAMS ADMINISTRATION9+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $122,679 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $72,057 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $51,388 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,400 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $31,600 |
GILBERT & SACKMAN2 years Filed as: GILBERT & SACKMAN, A LAW CORP. Service code 29 · EIN 95-2906951 | Legal | $24,413 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $22,399 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 5.38% | 8.76%-3.4pp | 7.19%-1.8pp | 8.76%-3.4pp |
| Employer contribution / active EE | $10,642 | $16,640-36.0% | $35,860-70.3% | $16,640-36.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |