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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3 years Service code 10 · EIN 88-0277518 | Accounting | $74,601 |
RAEL & LETSON3 years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $61,634 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $37,548 |
US BANK1 year Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $17,786 |
ANDCO CONSULTING3 years Service code 17 · EIN 59-3676225 | Pension Consulting | $5,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -18.19% | -8.26%-9.9pp | -5.85%-12.3pp | 2.77%-21.0pp |
| Employer contribution / active EE | $4,931 | $12,543-60.7% | $31,839-84.5% | $15,262-67.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |