| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $45,460 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $35,877 |
COLOR ART PRINTING3+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $24,756 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $16,385 |
Service code 29 · EIN 91-0889948 | Legal | $13,221 |
RAEL & LETSON3+ years Filed as: RAEL-LETSON Service code 17 · EIN 94-1701048 | Pension Consulting | $11,243 |
EXPRESS SCRIPTS, INC.2 years Filed as: EXPRESS BUSINESS SOLUTIONS Service code 36 · EIN 91-1807227 | Copying and duplicating; Other services | $10,686 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,582 | $221,442-83.0% | $92,240-59.3% | $77,958-51.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 12.79% | 15.65%-2.9pp | 176.29%-163.5pp | 20.87%-8.1pp |
| Employer contribution / active EE | $3,386 | $3,226+5.0% | $3,680-8.0% | $2,310+46.6% |
| Participant deferral / active EE | $1,109 | $2,779-60.1% | $3,897-71.6% | $3,537-68.7% |
| Admin fee / account holder | $141 | $210-32.7% | $5,194-97.3% | $97+45.0% |