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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,696 |
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $50,087 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $12,071 |
Filed as: CONDON O'MEARA MCGINTY & DONNELLY L Service code 10 · EIN 13-3628255 | Accounting | $6,100 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 4.86% | -1.32%+6.2pp | -0.67%+5.5pp | 10.56%-5.7pp |
| Employer contribution / active EE | $8,577 | $18,687-54.1% | $31,731-73.0% | $13,643-37.1% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |