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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $49,915 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $33,527 |
BOTT-ANDERSON PARTNERS, INC.3+ years Service code 17 · EIN 56-2325169 | Pension Consulting | $30,000 |
BMO HARRIS BANK NA3+ years Service code 18 · EIN 36-2085229 | Direct payment from the plan; Custodi... | $15,667 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 8.57% | 11.14%-2.6pp | 16.78%-8.2pp | 10.41%-1.8pp |
| Employer contribution / active EE | $9,436 | $14,043-32.8% | $26,328-64.2% | $14,691-35.8% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |