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| Provider | Service type | Compensation |
|---|---|---|
US BANK9+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities); In... | $225,619 |
NWPS3 years Service code 11 · EIN 91-2090931 | Actuarial | $157,050 |
VERUS6 years Service code 28 · EIN 91-1320111 | Investment Management | $150,246 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $133,607 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $115,178 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $113,846 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $105,651 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $103,526 |
ARROWSTREET CAPITAL9+ years Service code 28 · EIN 04-3472863 | Investment Management | $101,840 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE 1 Service code 30 · EIN 94-6082956 | Employee (plan); Direct payment from ... | $61,492 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.38% | 7.95%+3.4pp | 20.18%-8.8pp | 9.11%+2.3pp |
| Employer contribution / active EE | $22,513 | $14,684+53.3% | $29,108-22.7% | $12,231+84.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |