Filed November 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 8000 NORMAN CENTER · BLOOMINGTON, MN 55437 | Actuarial | $299,988 |
SEI INVESTMENTS3 years Filed as: SEI PRIVATE TRUST Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, MA 19456 | Bank Trustee | $138,146 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHSCHILD Service code 29 · EIN 23-1404723 220 S NINTH ST · MINNEAPOLIS, MN 55402 | Legal | $65,387 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN LLC Service code 10 · EIN 41-0746749 220 S SIXTH ST, SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $22,680 |
Filed as: CAPFINANCIAL PARTNERS Service code 17 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27609 | Pension Consulting | $7,459 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -8.23% | 0.10%-8.3pp | -4.80%-3.4pp | -14.65%+6.4pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |