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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & ILSLEY TRUST CO. Service code 19 · EIN 39-1186267 | Securities Custodian | $92,077 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $22,000 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $9,500 |
VERILL DANA1+ years Filed as: VERILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $5,114 |
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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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -3.35% | -1.56%-1.8pp | -3.43%+0.1pp | 2.81%-6.2pp |
| Employer contribution / active EE | $4,877 | $14,048-65.3% | $25,607-81.0% | $16,358-70.2% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |