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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $184,418 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WEINBERG, ROGER & ROSENFELD7+ years Service code 29 · EIN 94-2458080 | Legal | $65,535 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $41,748 |
ALLIED PRINTING COMPANY6 years Service code 36 · EIN 47-2090029 | Copying and duplicating; Direct payme... | $7,373 |
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 | $46,509 | $122,114-61.9% | $96,188-51.6% | $101,555-54.2% |
| Participation rate | 100.0% | 40.2%+59.8pp | 68.4%+31.6pp | 74.5%+25.5pp |
| Annual return | 13.40% | 22.60%-9.2pp | 192.12%-178.7pp | 21.00%-7.6pp |
| Employer contribution / active EE | $1,793 | $938+91.1% | $2,800-36.0% | $2,972-39.7% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $4,350-100.0% | $4,874-100.0% |
| Admin fee / account holder | $69 | $1,652-95.8% | $5,538-98.7% | $139-50.3% |