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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $367,559 |
VERUS6 years Filed as: VERUS ADVISORS, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $226,938 |
MCMORGAN & COMPANY LLC9+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 | Investment Mgmt Fees | $204,111 |
ULLICO2 years Service code 51 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $121,009 |
US BANK4 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $116,090 |
THE SEGAL COMPANY9+ years Service code 17 · EIN 13-1835864 | Pension Consulting | $94,994 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE Service code 29 2415 E CAMELBACK RD STE 600 · PHOENIX, AZ 85016 | Legal | $78,943 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 51 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Mgmt Fees | $75,802 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $60,369 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $50,000 |
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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 | 12.19% | 10.33%+1.9pp | 8.10%+4.1pp | 9.30%+2.9pp |
| Employer contribution / active EE | $12,337 | $14,972-17.6% | $28,649-56.9% | $12,551-1.7% |
| 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% | - |