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| Provider | Service type | Compensation |
|---|---|---|
ROY & ASSOCIATES10+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $117,165 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $41,255 |
US BANK10+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $31,275 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $29,473 |
HENNINGFIELD & ASSOCIATES, INC.10+ years Service code 10 · EIN 54-2189926 | Accounting | $16,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $362,190-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 20.3%-20.3pp | 2.5%-2.5pp |
| Annual return | 9.59% | 8.25%+1.3pp | 64.23%-54.6pp | 8.25%+1.3pp |
| Employer contribution / active EE | $2,792 | $18,668-85.0% | $31,311-91.1% | $18,668-85.0% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $251-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $354,836-100.0% | $200-100.0% |