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| Provider | Service type | Compensation |
|---|---|---|
HANSON BRIDGETT LLP4 years Filed as: HANSON BRIDGETT, LLP Service code 29 · EIN 94-1205338 | Legal | $345,547 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 10 · EIN 38-2383171 | Accounting | $253,208 |
LSV ASSET MANAGEMENT5 years Filed as: LSV INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $251,803 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $230,304 |
Service code 11 · EIN 26-1370698 | Actuarial | $133,338 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $112,732 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $104,439 |
RVK, INC.4 years Filed as: R.V. KUHNS & ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $80,114 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $76,689 |
Filed as: IRONSIDES OFFSHORE CO-INV. FUND VI Service code 28 | Investment Management | $64,487 |
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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 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 9.50% | 8.76%+0.7pp | 7.82%+1.7pp | 8.76%+0.7pp |
| Employer contribution / active EE | $72,963 | $16,664+337.8% | $31,823+129.3% | $16,664+337.8% |
| Participant deferral / active EE | $0 | $948-100.0% | $365-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |