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| Provider | Service type | Compensation |
|---|---|---|
STOWE & DEGON, LLC1 year Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $13,400 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 | Contract Administrator | $9,375 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $5,715 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS INC. Service code 49 · EIN 47-3313152 | Other Services | $5,000 |
HODGSON RUSS LLP1 year Service code 50 · EIN 16-0708550 | Direct Payment | $1,213 |
AMERICAN FUNDS5 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $861,422-100.0% | $861,422-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 14.3%-14.3pp | 37.6%-37.6pp |
| Annual return | 3.57% | 3.34%+0.2pp | 6.57%-3.0pp | 9.30%-5.7pp |
| Employer contribution / active EE | $0 | $46,945-100.0% | $34,489-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |