Filed May 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $128,540 |
ELLWOOD ASSOCIATES3+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $25,594 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $21,647 |
TATE & TRYON3+ years Service code 10 · EIN 52-1855942 | Accounting | $17,510 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 9.22% | 8.48%+0.7pp | 9.39%-0.2pp | 10.21%-1.0pp |
| Employer contribution / active EE | $68,182 | $40,983+66.4% | $33,466+103.7% | $42,272+61.3% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |