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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD6+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $408,209 |
BENESYS, INC.5 years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $121,774 |
RELIANT CONSULTING & RESEARCH6+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $41,475 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $25,900 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $24,000 |
GRANDFLOW2 years Service code 50 135 LINDBERGH AVE · LIVERMORE, CA 94550 | Direct Payment | $17,073 |
ANATASI MOORE AND MARTIN6+ years Service code 10 · EIN 20-8149084 | Accounting | $10,922 |
MCKANNA BISHOP JOFFE LLP4 years Filed as: MCKANNA BISHOP JOFFE, LLP Service code 29 1635 NW JOHNSON ST · PORTLAND, OR 97209 | Legal | $8,263 |
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 | $34,179 | $73,497-53.5% | $101,275-66.3% | $93,223-63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 12.43% | 11.66%+0.8pp | 46.46%-34.0pp | 19.29%-6.9pp |
| Employer contribution / active EE | $599 | $3,600-83.3% | $3,660-83.6% | $2,680-77.6% |
| Participant deferral / active EE | $1,351 | $3,303-59.1% | $4,370-69.1% | $4,563-70.4% |
| Admin fee / account holder | $88 | $121-27.5% | $5,948-98.5% | $79+10.7% |