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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $32,065 |
NEWPORT GROUP, INC.1 year Service code 11 · EIN 27-2037969 | Actuarial | $10,150 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,490 |
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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 | $52,729-100.0% | $202,986-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 12.6%-12.6pp |
| Annual return | 5.00% | 1.12%+3.9pp | 2.04%+3.0pp | 4.56%+0.4pp |
| Employer contribution / active EE | $13,285 | $8,854+50.0% | $57,418-76.9% | $15,526-14.4% |
| Participant deferral / active EE | $0 | $461-100.0% | $123-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $255,353-100.0% | $1,711-100.0% |