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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 10 · EIN 38-2383171 | Accounting | $252,573 |
LSV ASSET MANAGEMENT4 years Filed as: LSV INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $222,447 |
HANSON BRIDGETT LLP3 years Filed as: HANSON BRIDGETT, LLP Service code 29 · EIN 94-1205338 | Legal | $211,747 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $195,152 |
Service code 11 · EIN 26-1370698 | Actuarial | $136,086 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $108,750 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $80,303 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $77,894 |
Filed as: IRONSIDES OFFSHORE CO-INV. FUND VI Service code 28 · EIN 74-3246212 | Investment Management | $71,689 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $69,339 |
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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 | $3,299,877-100.0% | $186,774-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 55.8%-55.8pp | 2.3%-2.3pp |
| Annual return | 10.11% | 37.77%-27.7pp | 7.78%+2.3pp | 37.77%-27.7pp |
| Employer contribution / active EE | $69,210 | $15,798+338.1% | $32,517+112.8% | $15,798+338.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $504-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,044-100.0% | $9,287-100.0% |