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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL5 years Service code 28 · EIN 41-1788385 | Investment Management | $128,146 |
DMS, LLC7+ years Service code 28 · EIN 26-1507071 | Investment Management | $80,181 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $60,000 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 99 · EIN 35-2134263 | Other Fees | $17,977 |
WILMINGTON TRUST7+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $14,960 |
Service code 10 · EIN 20-3934956 | Accounting | $12,500 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | -3.00% | 10.11%-13.1pp | 10.75%-13.8pp | 11.84%-14.8pp |
| Employer contribution / active EE | $8,333 | $14,976-44.4% | $35,165-76.3% | $17,339-51.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |