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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 26-1370698 | Actuarial | $342,052 |
HANSON BRIDGETT LLP6+ years Service code 29 · EIN 94-1205338 | Legal | $266,454 |
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS INC Service code 12 · EIN 38-2383171 | Recordkeeping and information managem... | $228,761 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $212,914 |
LSV ASSET MANAGEMENT1 year Filed as: LSV INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $86,655 |
DODGE & COX6+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $81,765 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $77,507 |
RVK, INC.2 years Filed as: R.V. KHUNS & ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $75,000 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $67,942 |
Service code 28 · EIN 74-3246212 | Investment Management | $66,594 |
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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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 12.16% | 11.45%+0.7pp | 6.78%+5.4pp | 11.45%+0.7pp |
| Employer contribution / active EE | $64,761 | $17,219+276.1% | $28,542+126.9% | $17,219+276.1% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |