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| Provider | Service type | Compensation |
|---|---|---|
EGPS1 year Filed as: EGPS, INC. Service code 11 · EIN 13-3180178 207 WEST 25TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Actuarial | $12,000 |
US BANK7+ years Service code 12 · EIN 39-1126909 800 NICOLLET MALL FL 2 · MINNEAPOLIS, MN 55402 | Claims processing | $9,376 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 220 SOUTH 6TH STREET, SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $8,400 |
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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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -12.36% | -11.83%-0.5pp | -5.12%-7.2pp | -14.65%+2.3pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |