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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $216,783 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $15,900 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $14,211 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 36-1975990 | Legal | $9,664 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $9,577 |
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Employer contribution per participant 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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 7.70% | 146.80%-139.1pp | 20.18%-12.5pp | 22.81%-15.1pp |
| Employer contribution / active EE | $2,863 | $13,016-78.0% | $29,108-90.2% | $18,290-84.3% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |