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| Provider | Service type | Compensation |
|---|---|---|
JACOBS & COMPANY6+ years Service code 28 · EIN 94-3056301 | Investment Management | $65,319 |
LOOMIS SAYLES6+ years Service code 28 · EIN 84-6391546 | Investment Management | $42,929 |
BENESYS, INC.5 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $42,719 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $40,052 |
KRAW LAW GROUP6+ years Service code 29 · EIN 32-0465891 | Legal | $23,587 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $21,500 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $18,755 |
PENN CAPITAL MANAGEMENT6+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $16,358 |
US BANK6+ years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $9,434 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBER LLP Service code 29 595 MARKET ST SUITE 800 · SAN FRANCISCO, CA 94105 | Legal | $8,811 |
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 | $16,183 | $111,608-85.5% | $177,839-90.9% | $73,415-78.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 8.94% | 18.23%-9.3pp | 48.33%-39.4pp | 59.30%-50.4pp |
| Employer contribution / active EE | $2,270 | $3,796-40.2% | $5,919-61.7% | $2,234+1.6% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $126 | $166-24.0% | $12,432-99.0% | $158-20.3% |