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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT BENEFIT ACTUARIAL SERVICES Service code 11 · EIN 93-1098102 | Actuarial | $12,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $6,825 |
US BANK5+ years Service code 11 · EIN 39-1126909 | Actuarial | $6,352 |
Filed as: REINHART BOERNER VAL DEUREN SC Service code 12 · EIN 41-6271370 | Claims processing | $59 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 7.54% | -14.68%+22.2pp | -2.84%+10.4pp | 259.17%-251.6pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |