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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Actuarial | $65,445 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,739 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $12,288 |
Filed as: CONDON O'MEARA MCGINTY & DONNELLY L Service code 10 · EIN 13-3628255 | Accounting | $6,400 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -10.02% | 13.34%-23.4pp | 0.46%-10.5pp | -5.25%-4.8pp |
| Employer contribution / active EE | $11,731 | $19,967-41.2% | $35,480-66.9% | $15,161-22.6% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |