Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP5+ years Filed as: SILVERSTONE GROUP, INC. Service code 11 · EIN 42-0938287 | Actuarial | $41,700 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $26,678 |
Filed as: BANK OF AMERICA Service code 28 · EIN 13-5674085 | Investment Management | $22,024 |
FIRST WESTERN TRUST BANK5+ years Filed as: FIRST WESTERN Service code 28 · EIN 81-6069616 | Investment Management | $14,035 |
FIRST NATIONAL BANK OF OMAHA5+ years Service code 25 · EIN 47-0259043 | Directed Trustee | $9,613 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,597-100.0% | $75,924-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 58.9%-58.9pp | 52.9%-52.9pp | 43.0%-43.0pp |
| Annual return | -1.00% | 5.74%-6.7pp | 6.78%-7.8pp | 259.14%-260.1pp |
| Employer contribution / active EE | $24,975 | $36,770-32.1% | $28,542-12.5% | $41,471-39.8% |
| Participant deferral / active EE | $0 | $558-100.0% | $763-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,546-100.0% |