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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & ILSLEY TRUST CO. Service code 19 · EIN 39-1186267 | Securities Custodian | $95,358 |
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $23,550 |
BONADIO & CO., LLP3+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $9,500 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.61% | 22.74%-9.1pp | 16.78%-3.2pp | 13.95%-0.3pp |
| Employer contribution / active EE | $6,173 | $16,157-61.8% | $26,328-76.6% | $16,598-62.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |