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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 41-1788385 | Investment Management | $176,346 |
DMS, LLC6+ years Service code 28 · EIN 26-1507071 | Investment Management | $81,633 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $37,000 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 49 · EIN 34-1213174 | Other Services | $32,224 |
WILMINGTON TRUST6+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $15,491 |
Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 99 · EIN 35-2134263 | Other Fees | $15,106 |
Service code 10 · EIN 20-3934956 | Accounting | $12,500 |
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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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 11.88% | 9.03%+2.8pp | 90.61%-78.7pp | 627.08%-615.2pp |
| Employer contribution / active EE | $29,452 | $13,843+112.8% | $32,730-10.0% | $18,824+56.5% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |