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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $171,655 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $127,221 |
VERUS5 years Service code 27 425 CALIFORNIA ST 17TH FL · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $76,667 |
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $57,504 |
KRAW LAW GROUP9+ years Service code 29 · EIN 77-0171216 | Legal | $56,875 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $42,000 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $38,785 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $23,152 |
US BANK9+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $22,203 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3063840 | Investment Management | $15,473 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.42% | 11.08%-2.7pp | 8.10%+0.3pp | 8.76%-0.3pp |
| Employer contribution / active EE | $13,202 | $13,910-5.1% | $28,649-53.9% | $16,650-20.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |