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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $146,843 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $50,615 |
VERUS6 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $50,000 |
Filed as: U.S. BANK N.A. Service code 49 · EIN 31-0841368 | Other Services | $25,823 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $17,300 |
Service code 29 · EIN 95-3245809 | Legal | $16,788 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $7,440 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 7.00% | 9.00%-2.0pp | 9.03%-2.0pp | 8.35%-1.4pp |
| Employer contribution / active EE | $3,106 | $14,409-78.4% | $26,284-88.2% | $17,935-82.7% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |