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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $1,482,093 |
Service code 28 · EIN 91-1042342 | Investment Management | $736,682 |
Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $382,440 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $313,830 |
KAUFMANN & GOBLE2 years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 11 · EIN 94-2614826 | Actuarial | $166,800 |
SALTZMAN & JOHNSON5+ years Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $129,589 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 95-3571558 | Securities Custodian | $120,255 |
Filed as: TORTOISE CREDIT STRATEGIES LLC Service code 28 · EIN 47-5209018 | Investment Management | $114,627 |
MD SASS2 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $92,305 |
Service code 29 · EIN 94-2576729 | Legal | $87,592 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.59% | 10.84%+7.7pp | 10.56%+8.0pp | 1023.85%-1005.3pp |
| Employer contribution / active EE | $24,226 | $14,186+70.8% | $30,199-19.8% | $11,605+108.7% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |