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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $185,703 |
ULLICO3 years Service code 28 · EIN 90-0622302 | Investment Management | $116,286 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $113,572 |
RVK, INC.9+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $92,752 |
Service code 29 · EIN 91-1917286 | Legal | $64,908 |
ASB CAPITAL MANAGEMENT7 years Service code 28 · EIN 52-6257033 | Investment Management | $64,344 |
HARRISON STREET2 years Service code 28 · EIN 81-3056607 | Investment Management | $34,967 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $26,944 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0476749 | Accounting | $23,187 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.14% | 10.33%-1.2pp | 8.10%+1.0pp | 9.30%-0.2pp |
| Employer contribution / active EE | $11,438 | $14,972-23.6% | $28,665-60.1% | $12,557-8.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |