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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP4+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $50,000 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT HAMILL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $33,950 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $28,725 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $28,710 |
GINA GILSDORF2 years Filed as: GINA MARAVIGLIA Service code 35 · EIN 36-6067654 | Employee (plan sponsor) | $27,934 |
WILLIAMS MANNY INC.4+ years Service code 22 · EIN 36-2681501 | Insurance Broker | $25,976 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $25,467 |
SCHIFF HARDIN LLP1 year Filed as: SCHIFF HARDIN, LLP Service code 29 · EIN 36-3184453 | Legal | $21,812 |
HARTMAN & ASSOCIATES4+ years Service code 11 · EIN 32-0000497 | Actuarial | $20,482 |
Filed as: ASHER, GITTLER AND D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $17,908 |
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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 | $18,026,966-100.0% | $148,425-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 35.1%-35.1pp | 1.8%-1.8pp |
| Annual return | -4.20% | 0.19%-4.4pp | 38.14%-42.3pp | 0.19%-4.4pp |
| Employer contribution / active EE | $5,046 | $13,763-63.3% | $34,245-85.3% | $13,763-63.3% |
| Participant deferral / active EE | $0 | $804-100.0% | $185-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,234-100.0% | $426-100.0% |