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| Provider | Service type | Compensation |
|---|---|---|
VERUS1 year Filed as: VERUS ADIVOSRY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $90,000 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $75,316 |
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $61,956 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $21,000 |
US BANK10+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $17,439 |
REICH, ADELL & CVITAN10+ years Service code 29 · EIN 95-3082677 | Legal | $16,989 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $6,962 |
CLTFSC, LLC2 years Service code 49 · EIN 95-4773932 | Other Services | $6,126 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.37% | 11.08%-2.7pp | 8.10%+0.3pp | 8.76%-0.4pp |
| Employer contribution / active EE | $12,493 | $13,910-10.2% | $28,649-56.4% | $16,650-25.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |