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| Provider | Service type | Compensation |
|---|---|---|
COTTONWOOD ADVISORS, LLC4+ years Filed as: COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $35,200 |
Service code 29 · EIN 43-1706479 | Legal | $26,497 |
NOVAK BIRKS, P.C.4+ years Service code 10 · EIN 43-1122456 | Accounting | $25,853 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $11,963 |
MERTZ INSURANCE GROUP2 years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $8,936 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -4.51% | 1.05%-5.6pp | -752.26%+747.7pp | -0.69%-3.8pp |
| Employer contribution / active EE | $19,818 | $11,363+74.4% | $31,802-37.7% | $16,786+18.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |