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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; Other i... | $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 |
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 | $92,224-48.4% | $105,223-54.8% | $79,634-40.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 7.49% | 88.65%-81.2pp | 180.65%-173.2pp | 36.46%-29.0pp |
| Employer contribution / active EE | $12,014 | $3,965+203.0% | $3,689+225.7% | $2,529+375.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $262 | $1,121-76.7% | $8,859-97.0% | $1,002-73.9% |