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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT BENEFIT ACTUARIAL SERVICES Service code 11 · EIN 93-1098102 | Actuarial | $12,000 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $6,650 |
US BANK3+ years Service code 11 · EIN 39-1126909 | Actuarial | $6,188 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -2.97% | -5.34%+2.4pp | 12.68%-15.6pp | -82.67%+79.7pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |