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| Provider | Service type | Compensation |
|---|---|---|
WILSON, HAAG & CO.7+ years Service code 10 · EIN 75-2333913 | Accounting | $98,214 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 50 240 GREENWICH ST · NEW YORK, NY 10286 | Direct Payment | $56,917 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $30,541 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 13-2646110 | Securities Custodian | $30,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $16,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,219 | $78,275-46.1% | $109,188-61.3% | $86,821-51.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.67% | 19.14%-7.5pp | 25.76%-14.1pp | 97.94%-86.3pp |
| Employer contribution / active EE | $5,113 | $3,105+64.7% | $3,723+37.3% | $2,406+112.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $117 | $198-40.9% | $6,755-98.3% | $170-30.9% |