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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $159,126 |
Service code 28 · EIN 75-2403190 | Investment Management | $137,935 |
Service code 28 · EIN 04-2895544 | Investment Management | $128,422 |
JACOBS & COMPANY5+ years Service code 28 · EIN 94-3056301 | Investment Management | $101,647 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $95,000 |
RAEL & LETSON5+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $84,560 |
PENN CAPITAL MANAGEMENT5+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $81,740 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $39,554 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $30,818 |
KRAW LAW GROUP5+ years Service code 29 | Legal | $30,226 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.77% | 14.29%+1.5pp | 14.64%+1.1pp | 21.83%-6.1pp |
| Employer contribution / active EE | $3,176 | $12,083-73.7% | $41,831-92.4% | $12,237-74.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |