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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $56,197 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $47,216 |
DENISE MANN5+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $42,308 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $35,563 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Service code 29 · EIN 34-4439491 | Legal | $17,372 |
Service code 28 · EIN 51-0412248 | Investment Management | $17,048 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $13,968 |
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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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 3.71% | 6.95%-3.2pp | 8.01%-4.3pp | 627.08%-623.4pp |
| Employer contribution / active EE | $10,050 | $11,635-13.6% | $29,476-65.9% | $18,824-46.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |