Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UNIVEST NATIONAL BANK & TRUST CO6+ years Service code 28 · EIN 23-1171580 | Investment Management | $52,220 |
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $33,600 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $5,250 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 8.41% | 8.09%+0.3pp | 1087.39%-1079.0pp | 9.29%-0.9pp |
| Employer contribution / active EE | $21,669 | $22,299-2.8% | $42,245-48.7% | $15,168+42.9% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |