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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & ILSLEY TRUST CO. Service code 19 · EIN 39-1186267 | Securities Custodian | $109,039 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $25,725 |
VERILL DANA4+ years Filed as: VERILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $15,481 |
BONADIO & CO., LLP4+ 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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -7.81% | -2.83%-5.0pp | 12.68%-20.5pp | 10.56%-18.4pp |
| Employer contribution / active EE | $34,738 | $11,770+195.1% | $22,860+52.0% | $13,643+154.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |