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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Filed as: UNITED ACTUARIAL SERVICES Service code 28 · EIN 35-2156428 | Investment Management | $156,271 |
Filed as: NOVARA TESIJA CATENACCI MCDONALD BA Service code 29 888 WEST BIG BEAVER · TROY, MI 48084 | Legal | $75,426 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $69,077 |
Filed as: EAGLE CAPITAL MANAGEMENT. Service code 12 · EIN 22-3361201 | Direct payment from the plan; Claims ... | $68,949 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 38-0477375 | Securities Custodian | $26,877 |
INVESCO2 years Filed as: INVESCO INTERNATIONAL Service code 12 11 GREENWAY PLAZA #1000 · HOUSTON, TX 77046 | Direct payment from the plan; Claims ... | $18,744 |
Service code 10 · EIN 38-2574238 | Accounting | $16,400 |
Filed as: FULLER & THALLER Service code 12 411 BOREL AVE. #300 · SAN MATEO, CA 94402 | Direct payment from the plan; Claims ... | $13,689 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ Service code 12 5701 GOLDEN HILLS DRIVE · GOLDEN VALLEY, MN 55632 | Claims processing; Direct payment fro... | $9,309 |
RIVERBRIDGE PARTNERS2 years Service code 12 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Direct payment from the plan; Claims ... | $7,381 |
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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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -14.75% | 178.88%-193.6pp | 22.50%-37.2pp | -5.25%-9.5pp |
| Employer contribution / active EE | $11,960 | $21,448-44.2% | $33,849-64.7% | $15,161-21.1% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |