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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS Service code 28 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Investment Management | $151,149 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 813 WEST SECOND STREET · SEYMOUR, IN 47274 | Accounting | $78,661 |
Service code 28 700 E BUTTERFIELD ROAD, SUITE 320 · LOMBARD, IL 60148 | Investment Management | $61,900 |
CUNI, RUST & STRENK7+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $55,800 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 777 E WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $55,243 |
US BANK4 years Service code 19 CM-9703 · ST PAUL, MN 551709703 | Securities Custodian | $30,673 |
GOLDSTEIN GRAGEL LLC7+ years Service code 29 · EIN 26-3575398 1111 SUPERIOR AVE EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $16,785 |
ASCENSUS LLC4 years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DRIVE, SUITE B · CENTERVILLE, OH 45458 | Legal | $13,686 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 1200 6TH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $11,594 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -2.54% | -8.26%+5.7pp | -5.84%+3.3pp | 2.77%-5.3pp |
| Employer contribution / active EE | $6,874 | $12,543-45.2% | $31,839-78.4% | $15,262-55.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |