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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD4+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $360,479 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $109,489 |
RELIANT CONSULTING & RESEARCH4+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $38,413 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $31,280 |
Service code 29 · EIN 91-0889948 | Legal | $24,000 |
ANATASI MOORE AND MARTIN4+ years Service code 10 · EIN 20-8149084 | Accounting | $12,222 |
MCKANNA BISHOP JOFFE LLP2 years Filed as: MCKANNA BISHOP JOFFE, LLP Service code 29 1635 NW JOHNSON ST · PORTLAND, OR 97209 | Legal | $7,749 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,377 | $57,255-53.9% | $83,831-68.5% | $68,904-61.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -4.51% | -0.34%-4.2pp | 850.99%-855.5pp | 1.07%-5.6pp |
| Employer contribution / active EE | $671 | $3,341-79.9% | $3,631-81.5% | $2,540-73.6% |
| Participant deferral / active EE | $1,259 | $3,207-60.7% | $4,082-69.2% | $4,015-68.6% |
| Admin fee / account holder | $83 | $103-19.5% | $5,479-98.5% | $71+16.8% |