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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $289,073 |
STANDARD INSURANCE COMPANY1+ years Filed as: STANDARD INSURANCE CO Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $142,627 |
JOSEPH L. REINHART, PC1+ years Service code 29 · EIN 93-1162180 | Legal | $73,925 |
RVK, INC.1+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $57,763 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $30,151 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $28,394 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $27,500 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 91-1457076 | Investment Management | $27,176 |
ULLICO1+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $13,664 |
J HERRLE1+ years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 22 · EIN 93-0692196 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,800 | $46,761-14.9% | $106,619-62.7% | $57,658-31.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | -1.12% | 15.77%-16.9pp | 9.42%-10.5pp | 5.13%-6.3pp |
| Employer contribution / active EE | $1,755 | $1,274+37.8% | $3,947-55.5% | $1,974-11.1% |
| Participant deferral / active EE | $1,024 | $1,954-47.6% | $3,930-73.9% | $3,061-66.5% |
| Admin fee / account holder | $188 | $97+94.1% | $6,418-97.1% | $95+98.7% |