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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $172,149 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WEINBERG, ROGER & ROSENFELD5+ years Service code 29 · EIN 94-2458080 | Legal | $58,661 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $43,626 |
ALLIED PRINTING COMPANY4 years Service code 36 · EIN 47-2090829 | Other services; Copying and duplicati... | $35,267 |
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 | $46,388 | $34,813+33.2% | $84,646-45.2% | $82,204-43.6% |
| Participation rate | 79.4% | 33.8%+45.6pp | 68.2%+11.2pp | 73.4%+6.0pp |
| Annual return | 20.03% | 44.87%-24.8pp | 258.85%-238.8pp | 26.31%-6.3pp |
| Employer contribution / active EE | $1,807 | $718+151.7% | $2,654-31.9% | $2,707-33.3% |
| Participant deferral / active EE | $0 | $1,334-100.0% | $3,901-100.0% | $4,246-100.0% |
| Admin fee / account holder | $88 | $107-17.8% | $4,915-98.2% | $76+16.1% |