Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UNIVEST NATIONAL BANK & TRUST CO4+ years Service code 28 · EIN 23-1171580 | Investment Management | $59,898 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $37,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $5,000 |
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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -7.47% | -1.00%-6.5pp | -3.19%-4.3pp | 10.56%-18.0pp |
| Employer contribution / active EE | $14,667 | $16,990-13.7% | $48,658-69.9% | $13,643+7.5% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |