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| Provider | Service type | Compensation |
|---|---|---|
JACOBS & COMPANY4+ years Service code 28 · EIN 94-3056301 | Investment Management | $56,903 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $40,286 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $38,165 |
LOOMIS SAYLES4+ years Service code 28 · EIN 84-6391546 | Investment Management | $31,525 |
KRAW LAW GROUP4+ years Service code 29 · EIN 77-0171216 | Legal | $21,180 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $20,000 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $14,446 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $13,482 |
US BANK4+ years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $7,093 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,177 | $80,005-83.5% | $140,019-90.6% | $55,727-76.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -0.99% | 0.46%-1.4pp | 651.19%-652.2pp | 244.94%-245.9pp |
| Employer contribution / active EE | $2,208 | $3,403-35.1% | $5,605-60.6% | $2,078+6.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $111 | $116-4.1% | $10,705-99.0% | $115-3.7% |