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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Filed as: FID MGMT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $276,567 |
RVK, INC.7+ years Filed as: R.V. KUHN AND ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $56,336 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $24,150 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -26.05% | -15.55%-10.5pp | -5.12%-20.9pp | 39.82%-65.9pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |