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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $178,775 |
LOOMIS SAYLES9+ years Service code 28 · EIN 84-6391546 | Investment Management | $177,684 |
Service code 28 · EIN 04-2895544 | Investment Management | $165,526 |
POLEN CAPITAL2 years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $136,275 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $107,074 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 | Actuarial | $93,923 |
KRAW LAW GROUP9+ years Service code 29 · EIN 32-0465891 | Legal | $52,806 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $51,370 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $36,750 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $28,342 |
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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 | $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 | 7.93% | 7.95%0pp | 20.18%-12.2pp | 9.11%-1.2pp |
| Employer contribution / active EE | $2,634 | $14,684-82.1% | $29,108-90.9% | $12,231-78.5% |
| 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% |