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| Provider | Service type | Compensation |
|---|---|---|
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $220,626 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 | Investment Management | $160,277 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $128,188 |
DODGE & COX2+ years Filed as: DODGE AND COX, INC. Service code 28 · EIN 94-1441976 | Investment Management | $123,194 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $60,965 |
Service code 29 · EIN 94-2576729 | Legal | $47,830 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $45,000 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $41,057 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $24,116 |
Filed as: STAN NELSON Service code 20 · EIN 94-6220673 | Direct payment from the plan; Trustee... | $5,973 |
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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 | 11.68% | 11.78%-0.1pp | 8.32%+3.4pp | 23.90%-12.2pp |
| Employer contribution / active EE | $9,563 | $11,309-15.4% | $30,793-68.9% | $16,539-42.2% |
| 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% |