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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $63,323 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $50,254 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
DENISE MANN3+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $43,186 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Service code 29 · EIN 34-4439491 | Legal | $37,768 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $18,576 |
Service code 28 · EIN 51-0412248 | Investment Management | $17,219 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $15,666 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 7.58% | 1.05%+6.5pp | -752.26%+759.8pp | -0.69%+8.3pp |
| Employer contribution / active EE | $9,524 | $11,363-16.2% | $31,802-70.1% | $16,786-43.3% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |