Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
KELLY PRESS INC1+ years Filed as: KELLY, HANNAFORD & BATTLES Service code 17 · EIN 41-1802551 276 BAKER BUILDING · MINNEAPOLIS, MN 55402 | Pension Consulting | $29,851 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Securities Custodian | $21,814 |
HILDI INC.2+ years Service code 11 · EIN 14-1916505 11800 SINGLETREE LANE, SUITE 305 · EDEN PRAIRIE, MN 55344 | Actuarial | $12,838 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 9.48% | 10.39%-0.9pp | 337.46%-328.0pp | 10.41%-0.9pp |
| Employer contribution / active EE | $2,916 | $10,969-73.4% | $20,191-85.6% | $14,691-80.2% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |