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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 45-3764081 | Other Fees | $57,805 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 27 · EIN 06-1053228 | Advisory (Plan) | $28,125 |
MINNESOTA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $16,705 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $10,370 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 8.55% | 8.84%-0.3pp | 9.51%-1.0pp | 9.89%-1.3pp |
| Employer contribution / active EE | $0 | $10,586-100.0% | $23,377-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |