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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD7+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $426,139 |
BENESYS, INC.6 years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $119,236 |
RELIANT CONSULTING & RESEARCH7+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $37,858 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $25,200 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $23,400 |
ANATASI MOORE AND MARTIN7+ years Service code 10 · EIN 20-8149084 | Accounting | $12,127 |
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 | $39,281 | $80,412-51.2% | $109,191-64.0% | $101,555-61.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 15.59% | 16.17%-0.6pp | 25.76%-10.2pp | 21.00%-5.4pp |
| Employer contribution / active EE | $622 | $3,731-83.3% | $3,723-83.3% | $2,972-79.1% |
| Participant deferral / active EE | $1,484 | $3,396-56.3% | $4,653-68.1% | $4,874-69.5% |
| Admin fee / account holder | $85 | $135-36.8% | $6,756-98.7% | $139-38.9% |