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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $28,482 |
US BANK5+ years Filed as: US BANK NA Service code 13 · EIN 41-6721370 | Contract Administrator | $7,424 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $5,950 |
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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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 9.35% | 8.09%+1.3pp | 1087.39%-1078.0pp | 9.29%+0.1pp |
| Employer contribution / active EE | $17,000 | $22,299-23.8% | $42,245-59.8% | $15,168+12.1% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |