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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID MGMT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $239,886 |
RVK, INC.6+ years Filed as: R.V. KUHN AND ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $53,701 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $22,575 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 15.92% | 8.91%+7.0pp | 7.32%+8.6pp | 11.84%+4.1pp |
| Employer contribution / active EE | $8,143 | $8,713-6.5% | $23,426-65.2% | $17,339-53.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |