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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $235,738 |
WINSTON & STRAWN LLP1+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $164,241 |
T ROWE PRICE RPS INC1+ years Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $103,391 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $73,303 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,785 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $18,750 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $17,042 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,251 | $90,672-29.1% | $125,401-48.8% | $89,433-28.2% |
| Participation rate | 83.7% | 72.3%+11.4pp | 82.4%+1.3pp | 71.3%+12.4pp |
| Annual return | 17.13% | -6.42%+23.5pp | 572.53%-555.4pp | -11.88%+29.0pp |
| Employer contribution / active EE | $2,716 | $3,032-10.4% | $4,816-43.6% | $3,021-10.1% |
| Participant deferral / active EE | $5,311 | $7,210-26.3% | $7,448-28.7% | $5,125+3.6% |
| Admin fee / account holder | $35 | $69-49.5% | $10,008-99.7% | $79-56.1% |