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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $136,277 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $134,334 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 | Legal | $86,518 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $75,488 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $38,300 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $14,786 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 22.08% | 12.07%+10.0pp | 8.95%+13.1pp | 15.63%+6.5pp |
| Employer contribution / active EE | $10,946 | $9,481+15.4% | $46,559-76.5% | $11,476-4.6% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |