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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $90,185 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 10 · EIN 39-1400101 | Accounting | $83,372 |
LEE CPA AUDIT GROUP1+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $22,121 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $21,500 |
FREYBERG HINKLE ET AL1+ years Service code 10 · EIN 39-1531945 | Accounting | $12,195 |
HAWKS QUINDEL, S.C.1+ years Service code 29 · EIN 39-2024202 | Legal | $5,355 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.59% | 3.49%-7.1pp | 4.16%-7.7pp | 7.18%-10.8pp |
| Employer contribution / active EE | $9,807 | $11,083-11.5% | $29,966-67.3% | $13,095-25.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |