Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 84-0421951 | Legal | $113,340 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $21,098 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $12,052 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $8,529 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | -4.99% | -68.32%+63.3pp | -61.72%+56.7pp | -82.67%+77.7pp |
| Employer contribution / active EE | $0 | $50,529-100.0% | $47,703-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |