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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $66,051 |
BLACKROCK7+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $59,846 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
DENISE MANN7+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $42,935 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $40,864 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Service code 29 · EIN 34-4439491 | Legal | $19,546 |
Service code 28 · EIN 51-0412248 | Investment Management | $18,891 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $14,485 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.05% | -6.78%-4.3pp | -5.85%-5.2pp | 39.82%-50.9pp |
| Employer contribution / active EE | $11,050 | $13,335-17.1% | $31,839-65.3% | $19,980-44.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |