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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Actuarial | $76,945 |
BMO HARRIS BANK NA10+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $12,992 |
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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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 7.11% | 10.92%-3.8pp | 8.54%-1.4pp | 9.77%-2.7pp |
| Employer contribution / active EE | $20,564 | $19,775+4.0% | $26,203-21.5% | $13,890+48.0% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |