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| Provider | Service type | Compensation |
|---|---|---|
US BANK2+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $89,985 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 10 · EIN 39-1400101 | Accounting | $83,372 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $25,317 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 | Accounting | $12,500 |
HAWKS QUINDEL, S.C.2+ years Service code 29 · EIN 39-2024202 | Legal | $5,408 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.74% | 11.09%-0.4pp | 8.32%+2.4pp | 13.95%-3.2pp |
| Employer contribution / active EE | $12,845 | $10,980+17.0% | $30,793-58.3% | $16,598-22.6% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |