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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $152,934 |
EVART, YOUNG & HOBBS INV. MGMT3+ years Service code 28 · EIN 94-2683346 | Investment Management | $43,435 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $32,500 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $12,069 |
Service code 29 · EIN 94-2576729 | Legal | $10,357 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $10,341 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,135 | $159,202-92.4% | $97,995-87.6% | $77,958-84.4% |
| Participation rate | 100.0% | 91.5%+8.5pp | 82.4%+17.6pp | 71.6%+28.4pp |
| Annual return | 14.04% | 28.47%-14.4pp | 23.94%-9.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,000 | $4,224-76.3% | $4,158-75.9% | $2,310-56.7% |
| Participant deferral / active EE | $0 | $7,461-100.0% | $5,097-100.0% | $3,537-100.0% |
| Admin fee / account holder | $113 | $83+36.2% | $5,943-98.1% | $97+15.7% |