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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2895544 | Investment Management | $165,382 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $153,738 |
LOOMIS SAYLES4+ years Service code 28 · EIN 84-6391546 | Investment Management | $143,069 |
Service code 28 · EIN 75-2403190 | Investment Management | $127,318 |
JACOBS & COMPANY4+ years Service code 28 · EIN 94-3056301 | Investment Management | $101,064 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $98,792 |
RAEL & LETSON4+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $84,113 |
KRAW LAW GROUP4+ years Service code 29 · EIN 77-0171216 | Legal | $71,816 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $62,354 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $38,180 |
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Employer contribution per participant 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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -1.49% | -0.94%-0.5pp | -2.18%+0.7pp | 33.37%-34.9pp |
| Employer contribution / active EE | $3,103 | $12,464-75.1% | $38,751-92.0% | $11,253-72.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |