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| Provider | Service type | Compensation |
|---|---|---|
ARCHBRIGHT3+ years Service code 10 · EIN 91-1356269 | Accounting | $105,178 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $64,192 |
WPAS, INC.1 year Filed as: WPAS INC Service code 10 · EIN 91-1363171 | Accounting | $50,046 |
RVK, INC.3+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $43,900 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $30,694 |
Service code 29 · EIN 91-0889948 | Legal | $21,664 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $17,110 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A Service code 18 · EIN 94-1347393 | Direct payment from the plan; Float r... | $9,074 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 6.79% | 7.01%-0.2pp | 12.68%-5.9pp | 0.19%+6.6pp |
| Employer contribution / active EE | $1,232 | $12,638-90.3% | $22,860-94.6% | $13,763-91.1% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |