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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $150,357 |
UEA INC4 years Service code 13 · EIN 90-0991444 | Contract Administrator | $79,571 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $35,077 |
DAVID DOUGHERTY LLC4 years Service code 11 · EIN 27-2269497 | Actuarial | $34,650 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $19,613 |
BEACON EMPLOYMENT LAW1 year Service code 29 · EIN 99-2624085 | Legal | $18,182 |
OGLETREE DEAKINS10+ years Service code 29 · EIN 57-1044820 | Legal | $8,566 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,245-100.0% | $84,245-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 7.1%-7.1pp | 31.0%-31.0pp |
| Annual return | 4.15% | 0.05%+4.1pp | 1.43%+2.7pp | 14.18%-10.0pp |
| Employer contribution / active EE | $0 | $17,913-100.0% | $17,287-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $380-100.0% | $380-100.0% | $17,688-100.0% |