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| Provider | Service type | Compensation |
|---|---|---|
RICE HALL JAMES3+ years Filed as: RICE, HALL, JAMES & ASSOCIATES Service code 28 · EIN 94-3038451 | Investment Management | $126,055 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $20,387 |
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Participant contribution per participant 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.
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 | 9.57% | 11.14%-1.6pp | 16.78%-7.2pp | 10.41%-0.8pp |
| Employer contribution / active EE | $5,470 | $14,043-61.0% | $26,328-79.2% | $14,691-62.8% |
| 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% |