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| Provider | Service type | Compensation |
|---|---|---|
ALLIED FUND ADMINISTRATORS2+ years Service code 38 · EIN 27-4526715 | Participant Communication | $51,184 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $44,274 |
KRAW LAW GROUP2+ years Service code 29 · EIN 32-0465891 | Legal | $26,171 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $24,593 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $15,474 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 10 · EIN 94-3089465 | Accounting | $12,500 |
THE SEGAL COMPANY1 year Service code 11 · EIN 94-1503999 | Actuarial | $10,748 |
SEI INVESTMENTS2+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $8,685 |
ULLICO2+ years Filed as: UNION BANK Service code 19 · EIN 94-0304288 | Securities Custodian | $7,936 |
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 | $27,835 | $57,921-51.9% | $84,753-67.2% | $57,658-51.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.54% | 10.24%-3.7pp | 22.78%-16.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $3,464 | $2,598+33.3% | $3,574-3.1% | $1,974+75.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $118 | $130-9.4% | $5,333-97.8% | $95+24.3% |