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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $161,800 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $84,403 |
COMMERCE BANK2 years Filed as: COMMERCE Service code 28 · EIN 43-1795601 | Investment Management | $66,774 |
MISSOURI VALLEY PARTNERS4+ years Service code 28 · EIN 43-1432116 | Investment Management | $66,466 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $66,399 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $64,272 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY Service code 28 · EIN 46-1184506 | Investment Management | $38,589 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Service code 10 · EIN 43-1244218 | Accounting | $33,661 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 36-2085229 | Direct payment from the plan; Finders... | $32,908 |
ULLICO4+ years Service code 50 · EIN 13-1423090 | Direct Payment | $28,965 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,224,557 | $10,224,5570% | $362,723+2718.8% | $3,370,408+203.4% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | -3.62% | 10.27%-13.9pp | 10.56%-14.2pp | 53.27%-56.9pp |
| Employer contribution / active EE | $17,986 | $12,273+46.6% | $30,199-40.4% | $14,774+21.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $35,729 | $35,7290% | $2,168+1547.9% | $13,289+168.9% |