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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $233,236 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER AND ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $193,309 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $158,129 |
TRUCKER HUSS10+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $78,322 |
SALTZMAN & JOHNSON2 years Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $76,769 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $57,348 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $45,826 |
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $15,598 |
IRON MOUNTAIN2 years Filed as: IRON MOUNTAIN, INC. Service code 49 · EIN 23-2588479 | Other Services | $14,326 |
COMERICA BANK5 years Service code 19 · EIN 94-6129501 | Securities Custodian | $11,965 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $38,536-100.0% | $112,259-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.6%-13.6pp | 15.3%-15.3pp |
| Annual return | 11.23% | 8.87%+2.4pp | -0.21%+11.4pp | 9.75%+1.5pp |
| Employer contribution / active EE | $3,292 | $25,431-87.1% | $24,124-86.4% | $13,830-76.2% |
| Participant deferral / active EE | $0 | $0 | $350-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $5,412-100.0% | $2,810-100.0% |