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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $40,579 |
Filed as: ANDERSON FINANCIAL PARTNERS, INC. Service code 17 · EIN 56-2325169 | Pension Consulting | $30,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $18,030 |
BMO HARRIS BANK NA4+ years Service code 18 · EIN 36-2085229 | Direct payment from the plan; Custodi... | $15,800 |
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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 | -9.82% | -2.83%-7.0pp | 12.68%-22.5pp | 10.56%-20.4pp |
| Employer contribution / active EE | $13,208 | $11,770+12.2% | $22,860-42.2% | $13,643-3.2% |
| 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% |