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| Provider | Service type | Compensation |
|---|---|---|
WPAS, INC.3 years Filed as: WPAS INC Service code 10 · EIN 91-1363171 | Accounting | $153,454 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $109,982 |
RVK, INC.5+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $46,558 |
Filed as: MCKENZIE ROTHWELL BARLOW JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $41,364 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $18,200 |
US BANK2 years Service code 15 · EIN 36-2361282 | Recordkeeping | $16,517 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687765 | Recordkeeping | $5,155 |
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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.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | -6.43% | 13.15%-19.6pp | -2.84%-3.6pp | 11.45%-17.9pp |
| Employer contribution / active EE | $917 | $23,714-96.1% | $33,329-97.2% | $17,219-94.7% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |