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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 10 · EIN 38-2383171 | Accounting | $434,029 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $402,195 |
Service code 49 · EIN 38-2286296 | Other Services | $300,761 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $274,751 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $61,351 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 82-2893229 | Legal | $57,066 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $44,924 |
Service code 10 · EIN 38-2284921 | Accounting | $31,200 |
Filed as: BOYD WATTERSON ASSET MGT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $23,819 |
TIC INTERNATIONAL CORPORATION8+ years Service code 15 · EIN 13-2600875 | Recordkeeping | $19,964 |
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Annual investment return 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -2.49% | 7.95%-10.4pp | 20.18%-22.7pp | 9.11%-11.6pp |
| Employer contribution / active EE | $13,512 | $14,684-8.0% | $29,108-53.6% | $12,231+10.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |