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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT BENEFIT ACTUARIAL SERVICES Service code 11 · EIN 93-1098102 | Actuarial | $12,000 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $6,700 |
US BANK4+ years Service code 11 · EIN 39-1126909 | Actuarial | $6,233 |
Filed as: REINHART BOERNER VAL DEUREN SC Service code 12 · EIN 41-6271370 | Claims processing | $557 |
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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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 7.91% | 4.63%+3.3pp | 29.77%-21.9pp | 12.16%-4.3pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |