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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2895544 | Investment Management | $170,698 |
LOOMIS SAYLES6+ years Service code 28 · EIN 84-6391546 | Investment Management | $165,563 |
BENESYS, INC.5 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $159,178 |
Service code 28 · EIN 75-2403190 | Investment Management | $134,164 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $102,500 |
JACOBS & COMPANY6+ years Service code 28 · EIN 94-3056301 | Investment Management | $100,887 |
RAEL & LETSON6+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $99,350 |
KRAW LAW GROUP6+ years Service code 29 · EIN 32-0465891 | Legal | $69,895 |
PENN CAPITAL MANAGEMENT6+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $65,023 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $42,018 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.82% | 9.48%-1.7pp | 9.52%-1.7pp | 12.86%-5.0pp |
| Employer contribution / active EE | $2,650 | $12,808-79.3% | $41,951-93.7% | $13,687-80.6% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |