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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $67,178 |
BMO HARRIS BANK NA1 year Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 115 S LASALLE ST, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $44,511 |
CUNI, RUST & STRENK5+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $36,358 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $35,667 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $29,987 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,000 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $25,692 |
ASHER KELLY1 year Filed as: ASHERKELLY Service code 29 · EIN 84-3379113 | Legal | $25,000 |
Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $22,678 |
WHITINGER & COMPANY LLC5+ years Service code 10 · EIN 35-0905017 | Accounting | $21,686 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 7.18% | 6.41%+0.8pp | 8.01%-0.8pp | 11.45%-4.3pp |
| Employer contribution / active EE | $7,674 | $11,592-33.8% | $29,475-74.0% | $17,219-55.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |