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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $64,932 |
BLACKROCK10+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $55,873 |
DENISE MANN10+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $49,350 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $34,965 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $31,367 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $23,578 |
SHUMAKER, LOOP & KENDRICK, LLP10+ years Service code 29 · EIN 34-4439491 | Legal | $16,813 |
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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 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 11.38% | 8.68%+2.7pp | 8.93%+2.5pp | 10.08%+1.3pp |
| Employer contribution / active EE | $11,738 | $14,435-18.7% | $26,306-55.4% | $15,414-23.8% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |