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| Provider | Service type | Compensation |
|---|---|---|
EGPS3 years Filed as: EGPS, INC. Service code 11 · EIN 13-3180178 207 WEST 25TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Actuarial | $13,800 |
US BANK9+ years Service code 12 · EIN 39-1126909 800 NICOLLET MALL FL 2 · MINNEAPOLIS, MN 55402 | Claims processing | $9,340 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 220 SOUTH 6TH STREET, SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $9,240 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 13.38% | 3.31%+10.1pp | 5.04%+8.3pp | 13.05%+0.3pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |