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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 26-1370698 | Actuarial | $387,004 |
HANSON BRIDGETT LLP5+ years Service code 29 · EIN 94-1205338 | Legal | $271,998 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS INC Service code 10 · EIN 38-2383171 | Accounting | $226,743 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $188,257 |
DODGE & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $76,554 |
RVK, INC.1 year Filed as: R.V. KHUNS & ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $75,000 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $69,509 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $67,261 |
Service code 28 · EIN 94-3246212 | Investment Management | $56,745 |
PANTHEON VENTURES, INC.5+ years Service code 28 · EIN 94-3047085 | Investment Management | $56,206 |
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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 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 14.54% | 53.27%-38.7pp | 8.97%+5.6pp | 53.27%-38.7pp |
| Employer contribution / active EE | $49,359 | $14,774+234.1% | $37,026+33.3% | $14,774+234.1% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $1,023-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |