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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 · EIN 86-0785790 | Contract Administrator | $64,220 |
CONNER & WINTERS8+ years Service code 25 · EIN 73-1388566 | Directed Trustee | $48,603 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $43,950 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $43,268 |
Service code 10 · EIN 81-2274769 | Accounting | $20,628 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -17.14% | -8.26%-8.9pp | -5.85%-11.3pp | 2.77%-19.9pp |
| Employer contribution / active EE | $5,008 | $12,543-60.1% | $31,839-84.3% | $15,262-67.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |