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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $188,570 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $113,418 |
ULLICO1 year Service code 28 · EIN 90-0622302 | Investment Management | $107,784 |
RVK, INC.7+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $83,066 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 52-6257033 | Investment Management | $82,780 |
Service code 29 · EIN 91-1917286 | Legal | $47,788 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $32,047 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0476749 | Accounting | $19,874 |
HG GUS SAND & ASSOCIATES7+ years Service code 10 · EIN 81-0350794 | Accounting | $16,983 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -4.85% | -7.95%+3.1pp | -5.85%+1.0pp | 23.41%-28.3pp |
| Employer contribution / active EE | $10,908 | $13,972-21.9% | $31,839-65.7% | $12,650-13.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |