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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 16 P.O. BOX 75647 · CHICAGO, IL 60675 | Consulting | $80,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $74,668 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $12,884 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $11,863 |
Service code 29 100 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $11,370 |
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Employer 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 | $46,244-100.0% | $445,290-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.8%-31.8pp | 2.8%-2.8pp |
| Annual return | 17.69% | 16.32%+1.4pp | 11.97%+5.7pp | 16.32%+1.4pp |
| Employer contribution / active EE | $4,194 | $17,007-75.3% | $37,298-88.8% | $17,007-75.3% |
| Participant deferral / active EE | $0 | $406-100.0% | $23-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,503-100.0% | $127-100.0% |