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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN Service code 11 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $122,267 |
THE VANGUARD GROUP, INC.7+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $39,955 |
BERLA INVESTMENT CONSULTING4 years Filed as: BERLA INVESTING Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $27,216 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $15,500 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.96% | 8.46%-2.5pp | 9.82%-3.9pp | 8.76%-2.8pp |
| Employer contribution / active EE | $84,061 | $11,054+660.5% | $30,322+177.2% | $16,664+404.4% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |