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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & ILSLEY TRUST CO. Service code 19 · EIN 39-1186267 | Securities Custodian | $107,049 |
VERRILL DANA LLP2 years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $78,602 |
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $26,575 |
BONADIO & CO., LLP6+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $9,650 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 1.32% | 9.93%-8.6pp | -2.84%+4.2pp | 9.29%-8.0pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |