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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $231,497 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $137,481 |
ULLICO4 years Service code 28 · EIN 90-0622302 | Investment Management | $134,432 |
Service code 29 · EIN 91-1917286 | Legal | $75,485 |
RVK, INC.10+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $71,634 |
ASB CAPITAL MANAGEMENT8 years Service code 28 · EIN 52-6257033 | Investment Management | $54,215 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $48,797 |
Filed as: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $34,205 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $33,698 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.44% | 10.08%-4.6pp | 8.99%-3.5pp | 8.88%-3.4pp |
| Employer contribution / active EE | $12,340 | $15,398-19.9% | $25,171-51.0% | $15,934-22.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |