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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $80,496 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $57,302 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISORS Service code 51 · EIN 23-2811930 | Investment Mgmt Fees | $45,764 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $19,200 |
BROWNSTEIN RASK LLP3+ years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 | Legal | $18,588 |
Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $8,448 |
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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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 15.59% | 12.51%+3.1pp | 14.20%+1.4pp | 13.95%+1.6pp |
| Employer contribution / active EE | $9,879 | $17,557-43.7% | $27,968-64.7% | $16,598-40.5% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |