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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 11 · EIN 06-1053228 | Actuarial | $202,499 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,777 |
SLC MANAGEMENT5 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $24,908 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 25 · EIN 42-1466678 | Directed Trustee | $12,506 |
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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 13.5%-13.5pp | 35.7%-35.7pp |
| Annual return | 12.49% | 80.57%-68.1pp | 64.50%-52.0pp | 15.19%-2.7pp |
| Employer contribution / active EE | $0 | $26,460-100.0% | $23,990-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $50,584-100.0% |