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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $115,996 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646440 | Advisory (Plan) | $76,241 |
RUSSELL TRUST COMPANY3+ years Service code 28 · EIN 91-1116938 | Investment Management | $72,003 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $46,176 |
BROWNSTEIN RASK LLP1 year Filed as: BROWNSTEIN RASK, LLP Service code 29 · EIN 93-0589000 | Legal | $45,084 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $29,813 |
WILLIAM C. EARHART CO., INC.3+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $28,584 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $25,651 |
J HERRLE2 years Filed as: JOSEPH P. HERRLE & ASSOCIATES Service code 22 · EIN 93-0692196 | Insurance Broker | $4,823 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.17% | 4.25%+3.9pp | -752.26%+760.4pp | 0.19%+8.0pp |
| Employer contribution / active EE | $15,081 | $11,906+26.7% | $31,802-52.6% | $13,763+9.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |