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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $159,610 |
LINDQUIST LLP4 years Service code 10 · EIN 52-2385296 | Accounting | $66,678 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $54,860 |
EVART, YOUNG & HOBBS INV. MGMT5+ years Service code 28 · EIN 84-2683346 | Investment Management | $52,815 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $19,251 |
Service code 29 · EIN 94-2576729 | Legal | $17,209 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $10,277 |
COMPLIANCE AUDIT SERVICES5+ years Service code 10 · EIN 94-3134229 | Accounting | $8,673 |
ULLICO2 years Filed as: UNION BANK Service code 10 · EIN 94-0304288 | Accounting | $6,346 |
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 | $8,112 | $82,204-90.1% | $105,387-92.3% | $82,204-90.1% |
| Participation rate | 100.0% | 73.4%+26.6pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 17.75% | 26.31%-8.6pp | 26.82%-9.1pp | 26.31%-8.6pp |
| Employer contribution / active EE | $717 | $2,707-73.5% | $4,213-83.0% | $2,707-73.5% |
| Participant deferral / active EE | $0 | $4,246-100.0% | $5,502-100.0% | $4,246-100.0% |
| Admin fee / account holder | $85 | $76+12.5% | $6,559-98.7% | $76+12.5% |