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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD T. HAGER, CPA, LLC Service code 13 555 S. WOLCOTT · CASPER, WY 82601 | Contract Administrator | $81,000 |
STRATEGIC CAPITAL ADVISERS4 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $42,943 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $22,466 |
NEEDLES & ASSOCIATES, LLC6+ years Service code 10 · EIN 51-0435869 | Accounting | $19,250 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $11,565 |
SPENCER FANE LLP5 years Service code 29 · EIN 44-0561981 | Legal | $8,669 |
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 | $1,185,213-100.0% | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | - |
| Annual return | 7.94% | 42.38%-34.4pp | 8.01%-0.1pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,475-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $735-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $637-100.0% | - |