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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $122,534 |
VERUS2+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $45,000 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $28,839 |
MELISSA W. COOK & ASSOCIATES2+ years Filed as: MELISSA COOK AND ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $17,482 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $8,400 |
US BANK2+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $7,842 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.62% | 11.09%-1.5pp | 8.32%+1.3pp | 13.95%-4.3pp |
| Employer contribution / active EE | $3,034 | $10,980-72.4% | $30,793-90.1% | $16,598-81.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |