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| Provider | Service type | Compensation |
|---|---|---|
VERUS10+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $264,047 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $168,561 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $144,185 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $141,681 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $102,065 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $88,167 |
US BANK10+ years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $84,637 |
NWPS3 years Service code 11 · EIN 91-2090931 | Actuarial | $50,248 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $34,412 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $12,012 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 8.90% | 8.65%+0.3pp | 9.03%-0.1pp | 10.20%-1.3pp |
| Employer contribution / active EE | $12,324 | $14,388-14.3% | $26,284-53.1% | $15,145-18.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |