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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Service code 13 · EIN 32-2383171 | Contract Administrator | $443,539 |
Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $246,067 |
ASB CAPITAL MANAGEMENT1 year Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $227,455 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $205,000 |
INVESCO7+ years Service code 28 · EIN 46-3793325 | Investment Management | $198,353 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $176,422 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $140,214 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $133,181 |
JOSEPH L. REINHART, PC4 years Filed as: JOSEPH L REINHART Service code 29 7355 SW HERMOSA WAY · TIGARD, OR 97223 | Legal | $102,080 |
IFM INVESTORS PTY LTD5 years Service code 28 · EIN 98-0569684 | Investment Management | $77,535 |
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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 | $1,472,696-100.0% | $202,277-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 30.0%-30.0pp | 0.7%-0.7pp |
| Annual return | 12.50% | 13.24%-0.7pp | 8.88%+3.6pp | 13.24%-0.7pp |
| Employer contribution / active EE | $148,957 | $14,616+919.1% | $42,607+249.6% | $14,616+919.1% |
| Participant deferral / active EE | $0 | $830-100.0% | $94-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,086-100.0% | $4,137-100.0% |