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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $62,500 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT HAMMIL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $42,798 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $41,838 |
FLOYD PRUSINSKI1 year Service code 35 · EIN 36-6067654 | Employee (plan sponsor) | $37,477 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $25,270 |
WILLIAMS MANNY INC.2+ years Service code 22 · EIN 36-2681501 | Insurance Broker | $25,137 |
HARTMAN & ASSOCIATES2+ years Service code 11 · EIN 32-0000497 | Actuarial | $23,353 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $16,464 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER GITTLER & GREENFIELD Service code 29 · EIN 36-2786883 | Legal | $11,191 |
AMALGAMATED BANK2+ years Service code 18 · EIN 36-0721895 | Custodial (other than securities) | $11,150 |
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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 | $35,636-100.0% | $202,986-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 26.9%-26.9pp | 1.8%-1.8pp |
| Annual return | 7.19% | 7.18%0pp | 2.04%+5.2pp | 7.18%0pp |
| Employer contribution / active EE | $4,920 | $13,095-62.4% | $57,418-91.4% | $13,095-62.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $123-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $255,353-100.0% | $362-100.0% |