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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $81,163 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $57,500 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $42,377 |
VENUTI & ASSOCIATES4+ years Service code 11 · EIN 04-3721424 | Actuarial | $28,200 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $22,081 |
Service code 29 · EIN 94-2576729 | Legal | $20,827 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $19,417 |
MFUG UNION BANK N.A.1 year Service code 49 · EIN 94-0304288 | Other Services | $13,335 |
COMERICA BANK3 years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,109 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $9,876 |
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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.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.50% | 10.27%-7.8pp | 10.56%-8.1pp | 53.27%-50.8pp |
| Employer contribution / active EE | $9,711 | $12,273-20.9% | $30,199-67.8% | $14,774-34.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |