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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 233 SOUTH WACKER DRIVE, SUITE 8350 · CHICAGO, IL 606067147 | Actuarial | $92,701 |
ANDCO CONSULTING1 year Service code 27 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $19,779 |
BOKF, NA3+ years Filed as: BOKF, N.A. Service code 19 5956 SHERRY LANE · DALLAS, TX 75225 | Securities Custodian | $15,434 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 2500 DALLAS PARKWAY, SUITE 300 · PLANO, TX 75093 | Accounting | $10,013 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 6.37% | 10.58%-4.2pp | 14.41%-8.0pp | 13.95%-7.6pp |
| Employer contribution / active EE | $61,687 | $37,352+65.1% | $45,283+36.2% | $16,598+271.7% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |