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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD5+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $416,490 |
BENESYS, INC.4 years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $112,755 |
RELIANT CONSULTING & RESEARCH5+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $34,696 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $24,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $21,210 |
GRANDFLOW1 year Service code 50 135 LINDBERGH AVE · LIVERMORE, CA 94550 | Direct Payment | $14,255 |
ANATASI MOORE AND MARTIN5+ years Service code 10 · EIN 20-8149084 | Accounting | $6,209 |
MCKANNA BISHOP JOFFE LLP3 years Filed as: MCKANNA BISHOP JOFFE, LLP Service code 29 1635 NW JOHNSON ST · PORTLAND, OR 97209 | Legal | $5,504 |
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 | $30,440 | $78,226-61.1% | $92,916-67.2% | $82,204-63.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 20.67% | 19.33%+1.3pp | 109.45%-88.8pp | 26.31%-5.6pp |
| Employer contribution / active EE | $664 | $3,911-83.0% | $3,654-81.8% | $2,707-75.5% |
| Participant deferral / active EE | $1,335 | $3,648-63.4% | $4,238-68.5% | $4,246-68.6% |
| Admin fee / account holder | $88 | $119-26.4% | $5,796-98.5% | $76+16.0% |