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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVC, INC Service code 10 · EIN 91-1363171 | Accounting | $193,722 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $134,868 |
RVK, INC.3 years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $58,262 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $29,065 |
US BANK7 years Service code 15 · EIN 31-0841368 | Recordkeeping | $24,202 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $23,347 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 | Custodial (other than securities); Di... | $10,298 |
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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 | $0 | $84,245-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 6.03% | 10.20%-4.2pp | 1.43%+4.6pp | 10.20%-4.2pp |
| Employer contribution / active EE | $889 | $15,145-94.1% | $17,287-94.9% | $15,145-94.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $380-100.0% | - |