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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $197,268 |
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $131,281 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $29,942 |
ANDCO CONSULTING3 years Filed as: ANDCO Service code 28 · EIN 59-3676225 | Investment Management | $29,000 |
WEEBF4 years Service code 13 · EIN 39-1651543 | Contract Administrator | $7,210 |
WELLS PRINT AND DIGITAL SERVICES1 year Service code 36 · EIN 39-1080295 | Copying and duplicating; Other services | $5,762 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,226 | $76,774+179.0% | $112,228+90.9% | $77,904+175.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -17.88% | -10.25%-7.6pp | 27.45%-45.3pp | 12.21%-30.1pp |
| Employer contribution / active EE | $10,483 | $3,977+163.6% | $3,635+188.4% | $2,848+268.1% |
| Participant deferral / active EE | $305 | $3,778-91.9% | $4,728-93.5% | $4,806-93.6% |
| Admin fee / account holder | $181 | $239-24.2% | $6,410-97.2% | $133+36.6% |