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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 12 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 480982808 | Recordkeeping and information managem... | $239,365 |
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 94-1503999 1501 W FOUNTAINHEAD PKWY · TEMPE, AZ 85282 | Actuarial | $208,796 |
INDEPENDENT FIDUCIARY SERVICES10+ years Service code 27 · EIN 13-3406417 805 15TH ST NW SUITE 112 · WASHINGTON, DC 20005 | Advisory (Plan) | $105,541 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $75,688 |
SALTZMAN & JOHNSON4 years Filed as: SALTZMAN & JOHNSON LAW CORP Service code 29 1141 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Legal | $61,387 |
LSV ASSET MANAGEMENT10+ years Service code 27 · EIN 23-2772200 | Advisory (Plan) | $59,770 |
HAYNIE & COMPANY9 years Filed as: HAYNIE AND COMPANY Service code 10 · EIN 87-0325228 | Accounting | $57,966 |
US BANK10+ years Service code 19 · EIN 93-6157747 | Securities Custodian | $57,520 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-3022712 | Advisory (Plan) | $45,096 |
Service code 27 · EIN 20-2721676 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Advisory (Plan) | $20,593 |
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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 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 7.62% | 10.20%-2.6pp | 78.99%-71.4pp | 10.20%-2.6pp |
| Employer contribution / active EE | $5,601 | $15,145-63.0% | $29,717-81.2% | $15,145-63.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $224-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |