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| Provider | Service type | Compensation |
|---|---|---|
US BANK3+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $95,744 |
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 10 · EIN 39-1400101 | Accounting | $83,423 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $24,268 |
LEE CPA AUDIT GROUP3+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 | Accounting | $12,820 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.08% | 1.05%+7.0pp | -752.26%+760.3pp | -0.69%+8.8pp |
| Employer contribution / active EE | $12,288 | $11,363+8.1% | $31,802-61.4% | $16,786-26.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |