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| Provider | Service type | Compensation |
|---|---|---|
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $29,360 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 | Actuarial | $16,205 |
SCHUCHAT, COOK & WERNER10+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $10,059 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 43-0356370 | Securities Custodian | $9,321 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 1.21% | 9.31%-8.1pp | 8.95%-7.7pp | 9.31%-8.1pp |
| Employer contribution / active EE | $2,656 | $13,179-79.8% | $31,121-91.5% | $13,179-79.8% |
| Participant deferral / active EE | $0 | $193-100.0% | $25-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |