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| Provider | Service type | Compensation |
|---|---|---|
JACOBS & COMPANY2+ years Service code 28 · EIN 94-6056301 | Investment Management | $48,086 |
ATPA2+ years Service code 13 · EIN 94-1220078 | Contract Administrator | $34,400 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $31,595 |
LOOMIS SAYLES2+ years Service code 28 · EIN 84-6391546 | Investment Management | $24,281 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $15,000 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $14,492 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $12,744 |
KRAW LAW GROUP2+ years Service code 29 · EIN 77-0171216 | Legal | $8,235 |
US BANK2+ years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $8,060 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS, COWELL & BOWE Service code 29 · EIN 94-1709555 | Legal | $5,751 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,802-100.0% | $133,975-100.0% | $57,661-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 7.09% | 13.51%-6.4pp | 29.29%-22.2pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,813 | $3,161-42.7% | $5,211-65.2% | $1,974-8.2% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |