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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Filed as: FID MGMT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $248,787 |
RVK, INC.8+ years Filed as: R.V. KUHN AND ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $60,670 |
Filed as: PRUDENTIAL RETIRE INS AND ANN CO Service code 28 · EIN 06-1050034 | Investment Management | $36,821 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $25,200 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 9.73% | 9.67%+0.1pp | 7.69%+2.0pp | 22.81%-13.1pp |
| Employer contribution / active EE | $13,397 | $11,016+21.6% | $28,501-53.0% | $18,290-26.7% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |