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| Provider | Service type | Compensation |
|---|---|---|
VERUS5 years Service code 28 · EIN 91-1320111 | Investment Management | $147,650 |
US BANK8+ years Service code 18 · EIN 31-0841368 | Investment management fees paid direc... | $127,401 |
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $106,223 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Plan Administrator | $100,841 |
ARROWSTREET CAPITAL8+ years Service code 28 · EIN 04-3472863 | Investment Management | $100,602 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $87,929 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER Service code 27 · EIN 94-2854658 | Advisory (Plan) | $80,000 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY LP Service code 10 · EIN 45-0250958 | Accounting | $72,134 |
NANCY FERGUSON8+ years Filed as: NANCY YANKO Service code 30 · EIN 94-6082956 | Direct payment from the plan; Employe... | $60,236 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 540 WEST MADISON ST STE 1900 · CHICAGO, IL 60661 | Investment Management | $46,417 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.28% | -7.95%-3.3pp | -5.85%-5.4pp | 23.41%-34.7pp |
| Employer contribution / active EE | $21,797 | $13,972+56.0% | $31,839-31.5% | $12,650+72.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |