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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576725 | Legal | $18,935 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $13,500 |
NWPS4 years Service code 11 · EIN 91-2090931 | Actuarial | $12,000 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL Service code 28 · EIN 94-2584061 | Investment Management | $10,912 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 94-2773477 | Contract Administrator | $10,148 |
EBERTS & HARRISON2 years Filed as: EBERTS & HARRISON, INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 12.43% | 7.46%+5.0pp | 8.10%+4.3pp | 13.05%-0.6pp |
| Employer contribution / active EE | $0 | $34,689-100.0% | $28,649-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |