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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $306,974 |
STANDARD INSURANCE COMPANY3+ years Filed as: STANDARD INSURANCE CO Service code 12 · EIN 93-0242990 | Recordkeeping and information managem... | $130,388 |
JOSEPH L. REINHART, PC3+ years Service code 29 · EIN 93-1162180 | Legal | $80,006 |
RVK, INC.3+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $58,089 |
US BANK3+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $29,500 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $28,700 |
ULLICO3+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $19,337 |
GRANDFLOW1 year Service code 99 136 LINDBERGH STE D · LIVERMORE, CA 94551 | Other Fees | $13,176 |
VIGILANT SERVICES, INC.1 year Service code 24 · EIN 93-0877675 | Discretionary Trustee | $12,500 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,440-100.0% | $105,736-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 55.5%-55.5pp | 76.3%-76.3pp | 70.9%-70.9pp |
| Annual return | 5.83% | -0.59%+6.4pp | 6.27%-0.4pp | 244.93%-239.1pp |
| Employer contribution / active EE | $1,364 | $1,448-5.8% | $3,268-58.3% | $2,078-34.4% |
| Participant deferral / active EE | $1,142 | $2,171-47.4% | $4,080-72.0% | $3,356-66.0% |
| Admin fee / account holder | $0 | $283-100.0% | $6,913-100.0% | $115-100.0% |