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| Provider | Service type | Compensation |
|---|---|---|
VERUS5+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $246,733 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $152,401 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 | Investment Management | $151,544 |
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $140,691 |
DODGE & COX2 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $123,772 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $58,964 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $50,075 |
VENUTI & ASSOCIATES5+ years Service code 11 · EIN 04-3721424 | Actuarial | $47,700 |
Service code 29 · EIN 94-2576729 | Legal | $39,847 |
ULLICO3 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Direct payment from the plan; Custodi... | $11,141 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 8.88% | 6.41%+2.5pp | 8.01%+0.9pp | 11.45%-2.6pp |
| Employer contribution / active EE | $10,685 | $11,592-7.8% | $29,475-63.7% | $17,219-37.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |