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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES8+ years Service code 28 · EIN 84-6391546 | Investment Management | $181,530 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $170,427 |
Service code 28 · EIN 04-2895544 | Investment Management | $163,362 |
POLEN CAPITAL1 year Service code 51 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $110,366 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $102,500 |
RAEL & LETSON2 years Service code 11 · EIN 94-1701048 | Actuarial | $96,291 |
KRAW LAW GROUP8+ years Service code 29 · EIN 32-0465891 | Legal | $60,609 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $33,122 |
Filed as: MCMENOMY & ASSOCIATES CPAS, LLP Service code 10 · EIN 46-1559312 | Accounting | $32,000 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $26,893 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $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 | -8.25% | -7.95%-0.3pp | -5.85%-2.4pp | 23.41%-31.7pp |
| Employer contribution / active EE | $2,340 | $13,972-83.3% | $31,839-92.7% | $12,650-81.5% |
| 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% |