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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $186,076 |
Filed as: KESTREL Service code 28 · EIN 94-3173193 | Investment Management | $98,986 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $86,681 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $57,731 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $52,676 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $52,566 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $43,149 |
REICH, ADELL & CVITAN1+ years Service code 29 · EIN 95-3082667 | Legal | $36,810 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $29,281 |
US BANK1+ years Filed as: UNION BANK OF CALIFORNIA Service code 19 · EIN 94-0304228 | Securities Custodian | $16,197 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.51% | 3.49%-6.0pp | 4.16%-6.7pp | 7.18%-9.7pp |
| Employer contribution / active EE | $5,151 | $11,083-53.5% | $29,966-82.8% | $13,095-60.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |