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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $124,938 |
VERUS3+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $45,000 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $44,278 |
MELISSA W. COOK & ASSOCIATES3+ years Filed as: MELISSA COOK AND ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $9,241 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 23 · EIN 36-1436000 | Insurance services | $8,908 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $8,800 |
US BANK3+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $7,438 |
CW COLE & COMPANY1 year Service code 99 · EIN 95-0637500 2560 N. ROSEMEAD BLVD · S EL MONTE, CA 91733 | Other Fees | $6,505 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 4.64% | 1.05%+3.6pp | -752.26%+756.9pp | -0.69%+5.3pp |
| Employer contribution / active EE | $3,386 | $11,363-70.2% | $31,802-89.4% | $16,786-79.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |