Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Securities Custodian | $13,908 |
HILDI INC.1 year Filed as: HILDI INC., A DIVISION OF USICG Service code 11 · EIN 06-1053228 8000 NORMAN CENTER DRIVE, SUITE 400 · BLOOMINGTON, MN 55437 | Actuarial | $8,220 |
Service code 17 · EIN 41-1802551 706 2ND AVE SOUTH, SUITE 276 · MINNEAPOLIS, MN 55402 | Pension Consulting | $6,458 |
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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 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 10.07% | 9.08%+1.0pp | 11.38%-1.3pp | 18.35%-8.3pp |
| Employer contribution / active EE | $3,599 | $8,992-60.0% | $18,467-80.5% | $14,669-75.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |