Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Securities Custodian | $19,714 |
HILDI INC.5+ years Service code 11 · EIN 14-1916505 14852 SCENIC HEIGHTS RD., STE. 205 · EDEN PRAIRIE, MN 55344 | Actuarial | $14,579 |
Service code 17 · EIN 41-1802551 706 2ND AVE SOUTH, SUITE 276 · MINNEAPOLIS, MN 55402 | Pension Consulting | $11,777 |
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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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 9.78% | 10.61%-0.8pp | 10.57%-0.8pp | 9.29%+0.5pp |
| Employer contribution / active EE | $4,205 | $9,838-57.3% | $18,335-77.1% | $15,168-72.3% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |