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| Provider | Service type | Compensation |
|---|---|---|
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $235,001 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $162,028 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $95,778 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 | Contract Administrator | $77,712 |
ULLICO2+ years Service code 28 · EIN 52-6435649 | Investment Management | $56,986 |
MOSS LAW FIRM2+ years Service code 29 · EIN 91-1882299 | Legal | $56,655 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $51,752 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $37,597 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 ONE ORANGE WAGE, C1S · WINDSORE, CT 06095 | Investment Management | $26,593 |
Service code 29 · EIN 27-4986310 | Legal | $13,224 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.32% | 11.78%-0.5pp | 8.32%+3.0pp | 23.90%-12.6pp |
| Employer contribution / active EE | $13,759 | $11,309+21.7% | $30,793-55.3% | $16,539-16.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |