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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,025 |
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $43,043 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $12,098 |
Filed as: CONDON O'MEARA MCGINTY & DONNELLY L Service code 10 · EIN 13-3628255 | Accounting | $6,200 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 2.77% | 12.03%-9.3pp | 12.93%-10.2pp | 13.59%-10.8pp |
| Employer contribution / active EE | $10,085 | $19,417-48.1% | $35,210-71.4% | $14,592-30.9% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |