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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $181,083 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $58,083 |
EVART, YOUNG & HOBBS INV. MGMT9+ years Service code 28 · EIN 94-2683346 | Investment Management | $56,355 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $24,900 |
SMART SOURCE LLC2 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $22,986 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $22,133 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 · EIN 47-2614791 | Investment Management | $15,335 |
Service code 29 · EIN 94-2576729 | Legal | $13,773 |
US BANK2 years Filed as: US BANK N.A. Service code 49 · EIN 31-0841368 | Other Services | $6,282 |
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 | $9,751 | $103,966-90.6% | $112,899-91.4% | $75,181-87.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 10.87% | 24.54%-13.7pp | 34.11%-23.2pp | 160.69%-149.8pp |
| Employer contribution / active EE | $1,955 | $3,870-49.5% | $4,566-57.2% | $2,671-26.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,516-100.0% | $4,126-100.0% |
| Admin fee / account holder | $106 | $7,663-98.6% | $7,047-98.5% | $5,650-98.1% |