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| Provider | Service type | Compensation |
|---|---|---|
BENSYS ADMINSTRATORS5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $165,617 |
VENUTI & ASSOCIATES5+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 | Actuarial | $130,030 |
ALGER4 years Filed as: ALFRED ALGER Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $119,979 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL Service code 28 301 S COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $70,574 |
Service code 28 · EIN 58-1645832 | Investment Management | $51,250 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $46,187 |
KRAW LAW GROUP5+ years Service code 29 · EIN 77-0171216 | Legal | $43,521 |
US BANK5+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $38,330 |
GLOBAL TRUST COMPANY2 years Service code 28 · EIN 26-3761443 | Investment Management | $33,660 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $33,001 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 48.27% | 9.58%+38.7pp | 9.52%+38.8pp | 11.45%+36.8pp |
| Employer contribution / active EE | $8,709 | $21,155-58.8% | $41,951-79.2% | $17,219-49.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |