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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE3 years Filed as: KAUFMANN AND GOBLE ASSOC., INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $69,742 |
BENESYS, INC.7+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $60,900 |
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $31,676 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $25,066 |
Service code 29 · EIN 94-2576729 | Legal | $20,516 |
VERUS7+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $17,500 |
ULLICO2 years Filed as: UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $5,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $63,793 | $78,275-18.5% | $109,173-41.6% | $86,821-26.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 10.96% | 19.14%-8.2pp | 25.75%-14.8pp | 97.94%-87.0pp |
| Employer contribution / active EE | $5,409 | $3,105+74.2% | $3,723+45.3% | $2,406+124.8% |
| Participant deferral / active EE | $1,348 | $3,641-63.0% | $4,654-71.0% | $4,132-67.4% |
| Admin fee / account holder | $249 | $198+25.3% | $6,755-96.3% | $170+46.7% |