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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $206,353 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $149,433 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 80-0169636 | Investment Management | $106,088 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $88,571 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $81,000 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $78,473 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $54,389 |
Service code 29 · EIN 91-0889948 | Legal | $45,243 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $28,270 |
UNION DATA SYSTEMS3+ years Service code 15 · EIN 27-1619539 | Recordkeeping | $26,110 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,863 | $82,546-43.2% | $140,016-66.5% | $75,289-37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 6.00% | -0.36%+6.4pp | 651.12%-645.1pp | -0.04%+6.0pp |
| Employer contribution / active EE | $1,947 | $3,856-49.5% | $5,606-65.3% | $2,405-19.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $287 | $86+234.2% | $10,705-97.3% | $102+180.2% |