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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Filed as: FID MGMT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $464,937 |
RVK, INC.9+ years Filed as: R.V. KUHN AND ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $63,485 |
Filed as: PRUDENTIAL RETIRE INS AND ANN CO Service code 28 · EIN 06-1050034 | Investment Management | $30,826 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 14.65% | 9.45%+5.2pp | 5.04%+9.6pp | 7.65%+7.0pp |
| Employer contribution / active EE | $4,245 | $14,895-71.5% | $26,454-84.0% | $20,582-79.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |