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| Provider | Service type | Compensation |
|---|---|---|
US BANK5+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $124,470 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 10 · EIN 39-1400101 | Accounting | $83,747 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $25,983 |
LEE CPA AUDIT GROUP5+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
FREYBERG HINKLE ET AL5+ years Service code 10 · EIN 39-1531945 | Accounting | $13,635 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -2.15% | 6.41%-8.6pp | 8.01%-10.2pp | 11.45%-13.6pp |
| Employer contribution / active EE | $13,246 | $11,592+14.3% | $29,476-55.1% | $17,219-23.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |