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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.1+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $44,380 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,000 |
Filed as: PRUDENTIAL RETIREMENT INS&ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $10,575 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $9,458 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $6,227 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC DAIN RAUSCHER Service code 19 · EIN 41-1416330 | Securities Custodian | $6,109 |
Annual investment return 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 | $52,884-100.0% | $84,753-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | -1.89% | 18.03%-19.9pp | 22.78%-24.7pp | 169.23%-171.1pp |
| Employer contribution / active EE | $3,473 | $2,233+55.5% | $3,574-2.8% | $1,963+76.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |