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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD T. HAGER, CPA, LLC Service code 13 555 S. WOLCOTT · CASPER, WY 82601 | Contract Administrator | $87,600 |
STRATEGIC CAPITAL ADVISERS2 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $48,500 |
NEEDLES & ASSOCIATES, LLC4+ years Service code 10 · EIN 51-0435869 | Accounting | $24,275 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $22,450 |
Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $12,586 |
SPENCER FANE LLP3 years Service code 29 · EIN 44-0561981 | Legal | $8,784 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $360,335-100.0% | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | - |
| Annual return | -4.97% | 25.06%-30.0pp | -2.18%-2.8pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $38,751-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $151-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $4,180-100.0% | - |