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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 10 · EIN 13-2600875 | Accounting | $165,986 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC CAPITAL INVESTMENT ADVIS. Service code 27 700 E BUTTERFIELD,STE 320 · LOMBARD, IL 60148 | Advisory (Plan) | $47,454 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 20-0005644 | Investment Management | $45,823 |
Service code 10 · EIN 38-2284921 | Accounting | $33,500 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 | Actuarial | $33,167 |
MERRIL LYNCH1 year Filed as: MERILL LYNCH, PIERCE, FENNER Service code 27 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $28,981 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 6TH AVENUE STE 700 · SEATTLE, WA 98101 | Investment Management | $25,529 |
US BANK7 years Service code 19 · EIN 38-1844194 | Securities Custodian | $23,370 |
ASCENSUS LLC7 years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $20,096 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG,P.C. Service code 29 1468 WEST NINTH STREET · CLEVELAND, OH 44113 | Legal | $7,253 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.41% | 8.62%-0.2pp | 8.99%-0.6pp | 10.52%-2.1pp |
| Employer contribution / active EE | $8,296 | $14,400-42.4% | $25,171-67.0% | $15,140-45.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |