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| Provider | Service type | Compensation |
|---|---|---|
LAURA CABALLERO1+ years Filed as: LAURA FORBES Service code 35 · EIN 36-6067654 | Employee (plan sponsor) | $45,543 |
MARCO CONSULTING GROUP1+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $38,450 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $37,851 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT HAMMIL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $33,428 |
WILLIAMS MANNY INC.1+ years Service code 22 · EIN 36-2681501 | Insurance Broker | $26,951 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER GITTLER & GREENFIELD Service code 29 · EIN 36-2786883 | Legal | $24,136 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $23,415 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $23,193 |
HARTMAN & ASSOCIATES1+ years Service code 11 · EIN 32-0000497 | Actuarial | $21,840 |
AMALGAMATED BANK1+ years Service code 18 · EIN 36-0721895 | Custodial (other than securities) | $11,222 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $205,401-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | 1.33% | -0.60%+1.9pp | 0.02%+1.3pp | -0.60%+1.9pp |
| Employer contribution / active EE | $4,736 | $12,272-61.4% | $45,513-89.6% | $12,272-61.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $109-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,705-100.0% | $717-100.0% |