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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $49,372 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $47,075 |
DENISE MANN4+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $43,484 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Service code 29 · EIN 34-4439491 | Legal | $35,936 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $31,485 |
Service code 28 · EIN 51-0412248 | Investment Management | $16,833 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $15,494 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 2.8%-2.8pp |
| Annual return | 6.13% | 11.52%-5.4pp | 10.56%-4.4pp | 16.32%-10.2pp |
| Employer contribution / active EE | $10,210 | $11,821-13.6% | $30,199-66.2% | $17,007-40.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |