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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $275,000 |
COMPUSYS OF UTAH, INC.9+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $188,710 |
DEBOER & ASSOCIATES, PC9+ years Service code 10 · EIN 47-0836395 | Accounting | $87,200 |
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $72,269 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $66,175 |
IRON MOUNTAIN9+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $19,190 |
COMERICA BANK7 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $11,030 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH MULLIN & KRATZ PC Service code 29 · EIN 47-0551221 | Legal | $10,652 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.07% | 7.95%+3.1pp | 20.18%-9.1pp | 9.11%+2.0pp |
| Employer contribution / active EE | $12,255 | $14,684-16.5% | $29,108-57.9% | $12,231+0.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |