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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $247,974 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $196,348 |
RAEL & LETSON10+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $154,189 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $120,000 |
WEINBERG, ROGER & ROSENFELD2 years Filed as: WEINBERG, ROGER, AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $77,642 |
Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $62,277 |
CIM GROUP LLC1 year Filed as: CIM GROUP, LLC Service code 28 · EIN 90-0433230 | Investment Management | $47,319 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE, LLC Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $18,940 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Direct payment from the plan; Other s... | $15,129 |
UNION INSURANCE GROUP2 years Service code 53 · EIN 36-4226088 | Insurance Commissions | $9,370 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 7.99% | 9.30%-1.3pp | 8.41%-0.4pp | 9.30%-1.3pp |
| Employer contribution / active EE | $4,608 | $12,551-63.3% | $41,333-88.9% | $12,551-63.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |