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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 11 · EIN 06-1053228 | Actuarial | $76,883 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 25 · EIN 42-0127290 | Directed Trustee | $62,949 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $40,074 |
SLC MANAGEMENT4 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $23,656 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,440 |
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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 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 7.61% | 3.50%+4.1pp | 5.16%+2.4pp | 13.05%-5.4pp |
| Employer contribution / active EE | $405,800 | $34,017+1092.9% | $26,479+1432.6% | $37,651+977.8% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |