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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD5 years Service code 10 · EIN 88-0400174 | Accounting | $130,849 |
BENESYS, INC.8 years Filed as: BENESYS ADMINISTRATORS Service code 10 · EIN 38-2383171 | Accounting | $111,224 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $63,750 |
Filed as: WASHINGTON CAPITAL MGMT, INC Service code 28 · EIN 91-1042342 | Investment Management | $55,635 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 28 · EIN 33-0123114 | Investment Management | $36,722 |
Filed as: PRINCIPAL TRUST CO Service code 18 · EIN 51-0099493 | Direct payment from the plan; Custodi... | $21,840 |
CHRISTENSEN, JAMES & MARTIN9 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD Service code 29 · EIN 88-0330040 | Legal | $21,080 |
SMART SOURCE LLC3 years Filed as: SMART SOURCE, LLC Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $11,737 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $7,500 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $1,187 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,606 | $86,882-45.2% | $150,734-68.4% | $69,255-31.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 7.49% | 10.69%-3.2pp | 600.81%-593.3pp | 26.73%-19.2pp |
| Employer contribution / active EE | $12,014 | $5,194+131.3% | $4,918+144.3% | $2,645+354.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $262 | $630-58.5% | $14,905-98.2% | $733-64.3% |