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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $177,742 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $102,596 |
ASB CAPITAL MANAGEMENT2 years Service code 28 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $91,784 |
RVK, INC.4+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $77,683 |
Service code 29 · EIN 91-1917286 | Legal | $44,663 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $25,346 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0476749 | Accounting | $24,526 |
HG GUS SAND & ASSOCIATES4+ years Service code 10 · EIN 81-0350794 | Accounting | $19,026 |
GRANDFLOW1 year Filed as: GRANDFLOW, INC Service code 36 135 LINDBERGH AVE #D · LIVERMORE, CA 94551 | Copying and duplicating; Direct payme... | $6,882 |
Filed as: THE GROVE HOTEL Service code 49 245 S CAPITOL BLVD · BOISE, ID 83702 | Other Services | $6,073 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | -0.02% | 12.20%-12.2pp | 10.56%-10.6pp | 21.83%-21.9pp |
| Employer contribution / active EE | $9,252 | $12,801-27.7% | $30,197-69.4% | $12,237-24.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |