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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $193,835 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1975125 | Consulting | $96,960 |
KUTAK ROCK LLP3+ years Service code 29 · EIN 47-0597598 | Legal | $28,053 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $17,029 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $11,894 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -16.05% | -14.77%-1.3pp | 7.07%-23.1pp | 23.41%-39.5pp |
| Employer contribution / active EE | $1,336 | $4,290-68.9% | $34,847-96.2% | $12,650-89.4% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |