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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $382,440 |
Service code 21 · EIN 35-1729164 | Bank Trustee | $123,090 |
Service code 17 · EIN 16-6423313 | Pension Consulting | $37,500 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-2123203 | Accounting | $31,960 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $14,107 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 0.40% | 4.63%-4.2pp | 29.77%-29.4pp | 12.16%-11.8pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |