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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $198,494 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $78,778 |
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $55,814 |
US BANK7+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $33,068 |
Filed as: BARLOW,COUGHRAN,MORALES,JOSEHPSON Service code 29 · EIN 91-0889948 | Legal | $20,300 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $18,844 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 15.13% | 16.75%-1.6pp | 14.84%+0.3pp | 13.24%+1.9pp |
| Employer contribution / active EE | $12,920 | $16,291-20.7% | $37,950-66.0% | $14,616-11.6% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |