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| Provider | Service type | Compensation |
|---|---|---|
HS&BA2 years Service code 13 · EIN 94-3089465 | Contract Administrator | $612,641 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $227,211 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $225,622 |
Service code 28 · EIN 13-4194623 | Investment Management | $212,370 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $194,730 |
THE SEGAL COMPANY2 years Service code 11 · EIN 94-1503999 | Actuarial | $191,815 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Custodial (other than securities); In... | $175,884 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $150,000 |
TRUCKER HUSS4 years Service code 29 · EIN 94-3216063 | Legal | $141,824 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE INVEST WITH WISDOM Service code 28 · EIN 74-2798841 | Investment Management | $124,370 |
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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 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 6.91% | 9.99%-3.1pp | 8.93%-2.0pp | 8.75%-1.8pp |
| Employer contribution / active EE | $18,659 | $15,140+23.2% | $26,306-29.1% | $15,185+22.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |