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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $169,657 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $64,456 |
EVART, YOUNG & HOBBS INV. MGMT8+ years Service code 28 · EIN 94-2683346 | Investment Management | $62,511 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $36,284 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $25,461 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 · EIN 47-2614791 | Investment Management | $17,636 |
SMART SOURCE LLC1 year Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $10,820 |
Service code 29 · EIN 94-2576729 | Legal | $9,657 |
US BANK1 year Filed as: US BANK N.A. Service code 49 · EIN 31-0841368 | Other Services | $7,202 |
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 | $8,477 | $79,633-89.4% | $93,759-91.0% | $68,486-87.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -15.44% | -0.10%-15.3pp | -11.33%-4.1pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,477 | $3,665-32.4% | $4,324-42.7% | $2,597-4.6% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,096-100.0% | $4,028-100.0% |
| Admin fee / account holder | $96 | $6,871-98.6% | $7,197-98.7% | $5,404-98.2% |