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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $241,803 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $103,801 |
THE WAGNER LAW GROUP4 years Service code 29 · EIN 04-3323315 | Legal | $98,323 |
ULLICO6 years Service code 28 · EIN 90-0622302 | Investment Management | $80,062 |
Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $73,005 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $63,438 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $58,999 |
LSV ASSET MANAGEMENT3 years Filed as: LSV EMERGING MARKETS Service code 28 · EIN 23-2772200 | Investment Management | $51,539 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $38,865 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.27% | 8.62%+0.6pp | 8.99%+0.3pp | 10.52%-1.3pp |
| Employer contribution / active EE | $6,821 | $14,400-52.6% | $25,171-72.9% | $15,140-54.9% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |