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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,630 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $16,332 |
Filed as: CONDON O'MEARA MCGINTY & DONNELLY L Service code 10 · EIN 13-3628255 | Accounting | $6,000 |
QUARLES & BRADY LLP2+ years Filed as: QUARLES AND BRADY Service code 29 · EIN 39-0432630 | Legal | $3,980 |
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $0 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 8.68% | 11.00%-2.3pp | 9.39%-0.7pp | 10.41%-1.7pp |
| Employer contribution / active EE | $6,066 | $16,132-62.4% | $33,466-81.9% | $14,691-58.7% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |