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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $187,293 |
EVART, YOUNG & HOBBS INV. MGMT10+ years Service code 28 · EIN 94-2683346 | Investment Management | $61,586 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $60,057 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $19,937 |
SMART SOURCE LLC3 years Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $18,044 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 · EIN 47-2614791 | Investment Management | $16,773 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $16,712 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $10,615 |
US BANK3 years Filed as: US BANK N.A. Service code 49 · EIN 31-0841368 | Other Services | $5,034 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,601 | $89,515-88.2% | $103,065-89.7% | $80,959-86.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 9.35% | 22.82%-13.5pp | 23.95%-14.6pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,702 | $4,015-57.6% | $4,675-63.6% | $2,757-38.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $111 | $6,527-98.3% | $9,349-98.8% | $6,925-98.4% |