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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP5+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $365,026 |
COMPUSYS OF UTAH, INC.5+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $178,380 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $89,265 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $54,750 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $33,634 |
MCGRATH NORTH5+ years Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 · EIN 47-0551221 | Legal | $19,436 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $14,128 |
IRON MOUNTAIN5+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $5,636 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 13.11% | 12.20%+0.9pp | 10.56%+2.5pp | 21.83%-8.7pp |
| Employer contribution / active EE | $10,279 | $12,801-19.7% | $30,199-66.0% | $12,237-16.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |