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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 11 · EIN 82-3719843 | Actuarial | $88,061 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $27,910 |
BRIDGE BENEFIT TECHNOLOGIES3 years Filed as: BRIDGE INVESTMENT GROUP Service code 28 111 E SEGO LILY DR · SALT LAKE CITY, UT 84070 | Investment Management | $21,000 |
WHITEHAWK3 years Service code 28 C/O UMB FINANCIAL CORPORATION · KANSAS CITY, MO 64106 | Investment Management | $20,773 |
BANNER HEALTH2 years Filed as: BANNER RIDGE Service code 28 641 LEXINGTON AVENUE · NEW YORK, NY 10022 | Investment Management | $15,000 |
Service code 28 200 SOUTH BISCAYNE BLVD · MIAMI, FL 33131 | Investment Management | $11,440 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 8.05% | 8.01%0pp | 8.34%-0.3pp | 7.65%+0.4pp |
| Employer contribution / active EE | $4,512 | $20,177-77.6% | $30,790-85.3% | $20,582-78.1% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |