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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $51,559 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $29,099 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $25,819 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 | Legal | $14,205 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $12,284 |
MFOW WELFARE FUND1+ years Service code 13 · EIN 94-1254186 | Contract Administrator | $9,026 |
LEONARD CARDER, LLP1+ years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $7,211 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,709 | $39,819+44.9% | $67,834-14.9% | $57,658+0.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 0.47% | 9.19%-8.7pp | 138.47%-138.0pp | 5.13%-4.7pp |
| Employer contribution / active EE | $5,415 | $1,277+324.1% | $2,403+125.3% | $1,974+174.3% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $264 | $84+215.1% | $4,622-94.3% | $95+178.8% |