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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID MGMT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $228,658 |
RVK, INC.5+ years Filed as: R.V. KUHN AND ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $142,950 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,945 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 6.91% | 13.15%-6.2pp | -2.84%+9.7pp | 11.45%-4.5pp |
| Employer contribution / active EE | $7,239 | $23,714-69.5% | $33,329-78.3% | $17,219-58.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |