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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $36,931 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 11 · EIN 62-1868111 | Actuarial | $11,000 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $5,693 |
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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 | $50,876-100.0% | $205,401-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -2.37% | -7.14%+4.8pp | 0.02%-2.4pp | -7.14%+4.8pp |
| Employer contribution / active EE | $6,237 | $14,613-57.3% | $45,513-86.3% | $14,613-57.3% |
| Participant deferral / active EE | $0 | $60-100.0% | $109-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $4,705-100.0% | $1,191-100.0% |