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| Provider | Service type | Compensation |
|---|---|---|
VERUS9 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $154,939 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $98,003 |
NORTHWEST PENSION SERVICES4 years Service code 11 · EIN 04-3721424 | Actuarial | $51,100 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $44,538 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $32,794 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $31,072 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $26,840 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $18,853 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $18,368 |
COMERICA BANK9 years Service code 19 · EIN 42-1741646 | Securities Custodian | $18,079 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.04% | 8.62%-4.6pp | 8.99%-4.9pp | 10.52%-6.5pp |
| Employer contribution / active EE | $11,599 | $14,400-19.5% | $25,171-53.9% | $15,140-23.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |