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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $53,453 |
BLACKROCK6+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $50,929 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
DENISE MANN6+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $41,452 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $38,125 |
Service code 28 · EIN 51-0412248 | Investment Management | $17,793 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $14,642 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Service code 29 · EIN 34-4439491 | Legal | $9,616 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 25.63% | 17.53%+8.1pp | 11.08%+14.5pp | 11.84%+13.8pp |
| Employer contribution / active EE | $9,548 | $12,005-20.5% | $28,418-66.4% | $17,339-44.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |