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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $167,909 |
RAEL & LETSON2 years Service code 11 · EIN 94-1701048 | Actuarial | $92,094 |
BENESYS, INC.9+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $60,265 |
US BANK2 years Filed as: US BANK NA Service code 18 · EIN 31-0841368 | Custodial (securities); Direct paymen... | $31,247 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $25,435 |
Filed as: BARLOW,COUGHRAN,MORALES&JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $15,000 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 14.69% | 724.96%-710.3pp | 78.53%-63.8pp | 37.74%-23.1pp |
| Employer contribution / active EE | $12,156 | $14,638-17.0% | $31,607-61.5% | $15,788-23.0% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |