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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $387,020 |
VERUS7 years Filed as: VERUS ADVISORS, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $224,845 |
MCMORGAN & COMPANY LLC10+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 | Investment Mgmt Fees | $220,404 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 13-1835864 | Pension Consulting | $137,155 |
ULLICO3 years Service code 51 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $122,197 |
US BANK5 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $119,049 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 51 260 FRANKLIN ST · BOSTON, MA 02110 | Investment Mgmt Fees | $72,048 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE Service code 29 2415 E CAMELBACK RD · PHOENIX, AZ 85016 | Legal | $66,680 |
Filed as: WALTER SCOTT ASSET MGT Service code 51 | Investment Mgmt Fees | $66,598 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $65,473 |
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Employer contribution per participant 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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.57% | 10.08%+0.5pp | 8.99%+1.6pp | 8.88%+1.7pp |
| Employer contribution / active EE | $9,100 | $15,398-40.9% | $25,171-63.8% | $15,934-42.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |