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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,067 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,150 |
SHERMAN & HOWARD1 year Service code 29 · EIN 84-0420314 | Legal | $5,995 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867 | Consulting | $5,873 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$17,853 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,221 | $37,884-7.0% | $79,472-55.7% | $75,289-53.2% |
| Participation rate | 76.3% | 65.0%+11.3pp | 73.3%+2.9pp | 72.4%+3.8pp |
| Annual return | -5.24% | 1.06%-6.3pp | 718.32%-723.6pp | -0.04%-5.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,801-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,411 | $2,569-6.2% | $3,704-34.9% | $3,739-35.5% |
| Admin fee / account holder | $13 | $77-82.8% | $5,104-99.7% | $102-87.1% |