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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 90-0532398 | Accounting | $100,000 |
FIRST BANK2 years Service code 19 · EIN 38-2641378 | Securities Custodian | $56,086 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $34,750 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART ABOERNER VAN DEUREN S.C. Service code 29 · EIN 59-1126909 | Legal | $28,135 |
UNITED ACTUARIAL SERVCIES5+ years Service code 11 · EIN 35-2156428 | Actuarial | $17,250 |
Service code 10 · EIN 38-2284921 | Accounting | $13,750 |
ANDERSON, TACKMAN & COMPANY, PLC5+ years Service code 10 · EIN 38-1977929 | Accounting | $6,815 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.82% | 10.27%+8.5pp | 10.56%+8.3pp | 53.27%-34.4pp |
| Employer contribution / active EE | $14,982 | $12,273+22.1% | $30,197-50.4% | $14,774+1.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |