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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $161,173 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 | Legal | $73,745 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $37,139 |
ALLIED PRINTING COMPANY2 years Service code 36 · EIN 47-2090829 | Other services; Copying and duplicati... | $6,918 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,100 | $35,598+18.3% | $81,473-48.3% | $177,276-76.3% |
| Participation rate | 78.7% | 43.3%+35.4pp | 68.0%+10.7pp | 74.8%+3.8pp |
| Annual return | 15.60% | 22.81%-7.2pp | 38.78%-23.2pp | 21.25%-5.7pp |
| Employer contribution / active EE | $1,637 | $903+81.3% | $2,568-36.2% | $2,479-34.0% |
| Participant deferral / active EE | $0 | $1,276-100.0% | $3,537-100.0% | $3,881-100.0% |
| Admin fee / account holder | $84 | $82+3.2% | $4,561-98.2% | $154-45.4% |