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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 | Other investment fees and expenses; D... | $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 | Direct payment from the plan; Copying... | $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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,606 | $77,788-38.8% | $119,126-60.0% | $64,728-26.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 7.49% | 13.19%-5.7pp | 282.11%-274.6pp | 49.38%-41.9pp |
| Employer contribution / active EE | $12,014 | $4,031+198.0% | $4,034+197.8% | $2,243+435.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $262 | $1,365-80.8% | $10,693-97.6% | $1,145-77.2% |