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| Provider | Service type | Compensation |
|---|---|---|
VERUS3+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $238,108 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 | Investment Management | $152,044 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $130,728 |
DODGE & COX3+ years Filed as: DODGE AND COX, INC. Service code 28 · EIN 94-1441976 | Investment Management | $101,027 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $63,787 |
VENUTI & ASSOCIATES3+ years Service code 11 · EIN 04-3721424 | Actuarial | $45,900 |
Service code 29 · EIN 94-2576729 | Legal | $44,924 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $24,926 |
ULLICO1 year Filed as: UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $11,647 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $10,353 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 16.39% | 4.25%+12.1pp | -752.26%+768.6pp | 0.19%+16.2pp |
| Employer contribution / active EE | $10,335 | $11,906-13.2% | $31,802-67.5% | $13,763-24.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |