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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP3+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $50,000 |
HARTMAN & ASSOCIATES3+ years Service code 11 · EIN 32-0000497 | Actuarial | $44,358 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL BRYANT HAMMIL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $42,983 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $39,727 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $33,218 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Filed as: ASHER GITTLER & GREENFIELD Service code 29 · EIN 36-2786883 | Legal | $32,719 |
WILLIAMS MANNY INC.3+ years Service code 22 · EIN 36-2681501 | Insurance Broker | $25,116 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $24,920 |
GINA GILSDORF1 year Filed as: GINA MARAVIGLIA Service code 35 · EIN 36-6067654 | Employee (plan sponsor) | $18,874 |
FLOYD PRUSINSKI2 years Service code 35 · EIN 36-6067654 | Employee (plan sponsor) | $12,665 |
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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 | $44,091-100.0% | $105,260-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 21.7%-21.7pp | 4.5%-4.5pp |
| Annual return | 12.07% | 13.95%-1.9pp | 9.21%+2.9pp | 13.95%-1.9pp |
| Employer contribution / active EE | $6,159 | $16,598-62.9% | $35,088-82.4% | $16,598-62.9% |
| Participant deferral / active EE | $0 | $511-100.0% | $163-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $4,019-100.0% | $612-100.0% |