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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $123,144 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $45,000 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $41,236 |
Filed as: MELISSA W. COOK AND ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $23,585 |
US BANK1 year Filed as: MUFG UNION BANK Service code 49 · EIN 95-0304228 | Other Services | $13,595 |
PETROS CO1 year Service code 49 · EIN 26-3815493 | Other Services | $10,971 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $9,300 |
US BANK5+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $7,267 |
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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.
Annual investment return 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.11% | 6.41%-6.3pp | 8.01%-7.9pp | 11.45%-11.3pp |
| Employer contribution / active EE | $3,052 | $11,592-73.7% | $29,475-89.6% | $17,219-82.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |