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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $142,461 |
COMMERCE BANK4+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $97,874 |
NEPC, LLC4+ years Service code 16 · EIN 26-1429809 | Consulting | $25,000 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $21,658 |
HARTNETT REYES-JONES, LLC4+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $14,154 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $13,700 |
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 | $30,249 | $82,204-63.2% | $90,336-66.5% | $82,204-63.2% |
| Participation rate | 96.3% | 73.4%+22.9pp | 73.3%+23.0pp | 73.4%+22.9pp |
| Annual return | 3.12% | 26.31%-23.2pp | 78.15%-75.0pp | 26.31%-23.2pp |
| Employer contribution / active EE | $2,254 | $2,707-16.7% | $2,856-21.1% | $2,707-16.7% |
| Participant deferral / active EE | $0 | $4,246-100.0% | $3,886-100.0% | $4,246-100.0% |
| Admin fee / account holder | $69 | $76-9.0% | $5,357-98.7% | $76-9.0% |