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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $309,865 |
STANDARD INSURANCE COMPANY2+ years Filed as: STANDARD INSURANCE CO Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $111,600 |
JOSEPH L. REINHART, PC2+ years Service code 29 · EIN 93-1162180 | Legal | $67,782 |
RVK, INC.2+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $57,820 |
US BANK2+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $28,679 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $28,600 |
ULLICO2+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $13,807 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,611 |
J HERRLE2+ 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 | $51,973 | $54,390-4.4% | $117,039-55.6% | $69,631-25.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 77.2%+22.8pp | 70.7%+29.3pp |
| Annual return | 13.13% | 18.33%-5.2pp | 18.95%-5.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,718 | $1,357+26.7% | $3,785-54.6% | $2,032-15.4% |
| Participant deferral / active EE | $1,112 | $2,076-46.5% | $3,929-71.7% | $3,224-65.5% |
| Admin fee / account holder | $213 | $98+118.3% | $5,974-96.4% | $110+93.2% |