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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $1,620,104 |
Service code 28 · EIN 91-1042342 | Investment Management | $650,670 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $302,677 |
THE PARTNERS GROUP1 year Filed as: PARTNERS GROUP (USA), INC. Service code 28 · EIN 13-4118892 | Investment Management | $243,207 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $230,000 |
KAUFMANN & GOBLE1 year Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 11 · EIN 94-2614826 | Actuarial | $166,800 |
SALTZMAN & JOHNSON4+ years Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $156,276 |
MD SASS1 year Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $117,519 |
Filed as: BNY MELLON Service code 19 · EIN 95-3571558 | Securities Custodian | $107,012 |
Filed as: TORTOISE CREDIT STRATEGIES LLC Service code 28 · EIN 47-5209018 | Investment Management | $91,001 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.53% | 73.13%-75.7pp | -752.26%+749.7pp | 73.13%-75.7pp |
| Employer contribution / active EE | $23,506 | $8,421+179.1% | $31,802-26.1% | $8,421+179.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |