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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD T. HAGER, CPA, LLC Service code 13 555 S. WOLCOTT · CASPER, WY 82601 | Contract Administrator | $81,000 |
STRATEGIC CAPITAL ADVISERS6 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $40,120 |
NEEDLES & ASSOCIATES, LLC8+ years Service code 10 · EIN 51-0435869 | Accounting | $21,110 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $20,313 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $9,397 |
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 | $503,327-100.0% | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | - |
| Annual return | -15.43% | 55.68%-71.1pp | -5.84%-9.6pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,839-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $1,000-100.0% | - |