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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $115,015 |
BENESYS, INC.1+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $108,598 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 | Legal | $87,547 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $75,537 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $68,065 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE 1 Service code 30 · EIN 82-6010346 | Employee (plan); Direct payment from ... | $27,961 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE 2 Service code 30 · EIN 82-6010346 | Direct payment from the plan; Employe... | $25,413 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $23,083 |
EMPLOYEE 51+ years Filed as: EMPLOYEE 3 Service code 30 · EIN 82-6010346 | Direct payment from the plan; Employe... | $22,399 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0476749 | Accounting | $17,900 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.47% | 3.49%-7.0pp | 4.16%-7.6pp | 7.18%-10.6pp |
| Employer contribution / active EE | $8,469 | $11,083-23.6% | $29,966-71.7% | $13,095-35.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |