Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CONSULTING GROUP Service code 27 · EIN 81-5358976 | Advisory (Plan) | $50,127 |
COMMERCE BANK7+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-6334070 | Securities Custodian | $40,152 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $36,702 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
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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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 11.90% | 8.66%+3.2pp | 36.37%-24.5pp | 11.84%+0.1pp |
| Employer contribution / active EE | $9,801 | $10,755-8.9% | $37,223-73.7% | $17,339-43.5% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |