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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 11 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $215,523 |
BERLA INVESTMENT CONSULTING3 years Filed as: BERLA INVESTING Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $69,892 |
THE VANGUARD GROUP, INC.6+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $36,579 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
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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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 6.82% | 18.04%-11.2pp | 32.33%-25.5pp | 37.77%-30.9pp |
| Employer contribution / active EE | $73,465 | $10,357+609.3% | $33,964+116.3% | $15,798+365.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |