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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Service code 13 · EIN 32-2383171 | Contract Administrator | $494,019 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $344,845 |
ASB CAPITAL MANAGEMENT2 years Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $318,911 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $300,271 |
INVESCO8+ years Service code 28 · EIN 46-3793325 | Investment Management | $214,549 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $205,000 |
IFM INVESTORS PTY LTD6 years Service code 28 · EIN 98-0569684 | Investment Management | $196,593 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $162,125 |
JOSEPH L. REINHART, PC5 years Filed as: JOSEPH L REINHART Service code 29 7355 SW HERMOSA WAY · TIGARD, OR 97223 | Legal | $135,486 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $131,970 |
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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 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -11.03% | 2.78%-13.8pp | -10.12%-0.9pp | 2.78%-13.8pp |
| Employer contribution / active EE | $5,276 | $15,276-65.5% | $47,166-88.8% | $15,276-65.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |