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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $168,617 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $117,061 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $72,198 |
Service code 29 · EIN 91-1917286 | Legal | $66,355 |
ASB CAPITAL MANAGEMENT1 year Service code 28 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $62,481 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0476749 | Accounting | $21,475 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $19,958 |
HG GUS SAND & ASSOCIATES3+ years Service code 10 · EIN 81-0350794 | Accounting | $13,448 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.24% | 4.25%+2.0pp | -752.26%+758.5pp | 0.19%+6.1pp |
| Employer contribution / active EE | $9,068 | $11,906-23.8% | $31,802-71.5% | $13,763-34.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |