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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $147,814 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $57,694 |
LEONARD CARDER, LLP10+ years Filed as: LEONARD CARDER Service code 29 · EIN 94-2819269 | Legal | $39,915 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $34,770 |
NATIONAL COMPLIANCE SERVICES2 years Filed as: NATIONAL COMPLIANCE SERVICE Service code 10 · EIN 77-0547053 | Accounting | $29,000 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $21,531 |
SMART SOURCE LLC2 years Service code 49 · EIN 30-0830429 | Other Services | $19,755 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 4 ORINDA WAY STE 200-A · ORINDA, CA 94563 | Investment Management | $17,699 |
RAEL & LETSON10+ years Service code 16 · EIN 94-1701048 | Consulting | $16,800 |
IRON MOUNTAIN2 years Service code 49 · EIN 23-2588479 | Other Services | $8,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $31,741-100.0% | $56,033-100.0% | $199,960-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 52.5%-52.5pp | 72.0%-72.0pp |
| Annual return | 10.49% | 14.72%-4.2pp | 1711.38%-1700.9pp | 34.28%-23.8pp |
| Employer contribution / active EE | $1,275 | $508+151.1% | $1,041+22.5% | $3,036-58.0% |
| Participant deferral / active EE | $0 | $1,184-100.0% | $1,954-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,827-100.0% | $269-100.0% |