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| Provider | Service type | Compensation |
|---|---|---|
FIRST MID INSURANCE GROUP4 years Service code 13 · EIN 37-1272270 | Contract Administrator | $86,213 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 · EIN 13-2919773 | Investment Management | $72,771 |
Service code 28 413 JUBILEE LANE · GERMANTOWN HILLS, IL 61548 | Investment Management | $54,156 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $22,000 |
CAVANAGH & O'HARA6 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 26-1688286 | Legal | $13,181 |
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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 | -4.48% | -6.78%+2.3pp | -5.85%+1.4pp | 39.77%-44.2pp |
| Employer contribution / active EE | $15,815 | $13,335+18.6% | $31,839-50.3% | $19,959-20.8% |
| 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% |