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| Provider | Service type | Compensation |
|---|---|---|
JACOBS & COMPANY5+ years Service code 28 · EIN 94-3056301 | Investment Management | $57,601 |
BENESYS, INC.4 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $41,479 |
KRAW LAW GROUP5+ years Service code 29 · EIN 77-0171216 | Legal | $27,624 |
PENN CAPITAL MANAGEMENT5+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $27,421 |
LOOMIS SAYLES5+ years Service code 28 · EIN 84-6391546 | Investment Management | $24,454 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $20,000 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $19,484 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $13,802 |
US BANK5+ years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $7,822 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $5,235 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,035 | $88,515-83.0% | $162,185-90.7% | $67,584-77.8% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 13.87% | 27.04%-13.2pp | 115.61%-101.7pp | 378.59%-364.7pp |
| Employer contribution / active EE | $2,421 | $3,563-32.1% | $5,613-56.9% | $2,148+12.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,540-100.0% |
| Admin fee / account holder | $104 | $124-16.1% | $10,844-99.0% | $142-27.1% |