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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $59,525 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $48,387 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $20,362 |
Service code 29 · EIN 94-2576729 | Legal | $19,608 |
VERUS6+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $16,042 |
KAUFMANN & GOBLE2 years Filed as: KAUFMANN AND GOBLE ASSOC., INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $14,700 |
ULLICO1 year Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities); Di... | $13,362 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,163 | $91,517-39.7% | $101,275-45.5% | $73,412-24.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.19% | 17.17%-5.0pp | 46.48%-34.3pp | 59.30%-47.1pp |
| Employer contribution / active EE | $6,161 | $2,877+114.2% | $3,660+68.3% | $2,234+175.8% |
| Participant deferral / active EE | $1,184 | $3,338-64.5% | $4,371-72.9% | $3,806-68.9% |
| Admin fee / account holder | $273 | $216+26.3% | $5,948-95.4% | $158+72.7% |