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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $483,036 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 10 · EIN 52-1590516 | Accounting | $337,357 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART, BOERNER, VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $97,009 |
Filed as: BARINGS, LLC Service code 28 · EIN 51-0504477 | Investment Management | $76,009 |
Filed as: JANUS CAPITAL MANAGEMENT, LLC Service code 28 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $54,623 |
REDMOND GENERAL INSURANCE AGENCY3+ years Service code 22 · EIN 38-3942963 | Insurance Broker | $50,180 |
WELLS FARGO BANK, N.A.1 year Service code 19 · EIN 94-1347393 | Securities Custodian | $45,804 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 13-3160186 | Investment Management | $39,820 |
RVK, INC.3+ years Filed as: R.V. KUHNS AND ASSOCIATES, INC. Service code 17 · EIN 93-0910652 | Pension Consulting | $37,500 |
ANASTASI, MOORE & MARTIN, PLLC3+ years Service code 10 · EIN 20-8149084 | Accounting | $20,185 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $192,869-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 7.01% | 73.13%-66.1pp | -0.77%+7.8pp | 73.13%-66.1pp |
| Employer contribution / active EE | $761 | $8,421-91.0% | $29,514-97.4% | $8,421-91.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $36-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $42,257-100.0% | - |