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| Provider | Service type | Compensation |
|---|---|---|
ARCHBRIGHT2+ years Service code 10 · EIN 91-1356269 | Accounting | $150,204 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $69,161 |
RVK, INC.2+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $42,692 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $33,298 |
Service code 29 · EIN 91-0889948 | Legal | $28,023 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $16,400 |
RCM CAPITAL MANAGEMENT LLC2+ years Service code 27 · EIN 94-3244780 | Advisory (Plan) | $12,215 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A Service code 18 · EIN 94-1347393 | Custodial (other than securities); Fl... | $9,583 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 9.69% | 79.68%-70.0pp | 16.78%-7.1pp | 23.90%-14.2pp |
| Employer contribution / active EE | $1,167 | $21,735-94.6% | $26,328-95.6% | $16,539-92.9% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |