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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & ILSLEY TRUST CO. Service code 19 · EIN 39-1186267 | Securities Custodian | $86,211 |
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $24,650 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $9,500 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 2.25% | 16.85%-14.6pp | 5.44%-3.2pp | 11.88%-9.6pp |
| Employer contribution / active EE | $6,178 | $10,313-40.1% | $25,481-75.8% | $14,612-57.7% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |