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| Provider | Service type | Compensation |
|---|---|---|
HANSON BRIDGETT LLP1 year Filed as: HANSON BRIDGETT, LLP Service code 29 · EIN 94-1205338 | Legal | $294,101 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $247,600 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS, INC. Service code 10 · EIN 38-2383171 | Accounting | $233,251 |
LSV ASSET MANAGEMENT2 years Filed as: LSV INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $199,612 |
Service code 11 · EIN 26-1370698 | Actuarial | $131,089 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $115,488 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $83,471 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $81,000 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $80,419 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $62,105 |
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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 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 11.76% | 13.24%-1.5pp | 10.56%+1.2pp | 13.24%-1.5pp |
| Employer contribution / active EE | $62,100 | $14,616+324.9% | $28,542+117.6% | $14,616+324.9% |
| Participant deferral / active EE | $0 | $830-100.0% | $484-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |