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| Provider | Service type | Compensation |
|---|---|---|
VERUS5 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $143,552 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $86,721 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $71,364 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $49,611 |
VENUTI & ASSOCIATES6+ years Service code 11 · EIN 04-3721424 | Actuarial | $33,200 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $24,302 |
Service code 29 · EIN 94-2576729 | Legal | $23,119 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $18,071 |
COMERICA BANK5 years Service code 19 · EIN 42-1741646 | Securities Custodian | $14,955 |
MFUG UNION BANK N.A.3 years Service code 49 · EIN 94-0304288 | Other Services | $13,464 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 24.49% | 24.46%0pp | 11.08%+13.4pp | 13.24%+11.3pp |
| Employer contribution / active EE | $9,616 | $11,981-19.7% | $28,418-66.2% | $14,616-34.2% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |