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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $159,268 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $59,587 |
RVK, INC.2+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $52,140 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $51,826 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $51,068 |
REICH, ADELL & CVITAN2+ years Service code 29 · EIN 95-3082667 | Legal | $38,227 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $34,803 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $29,191 |
US BANK2+ years Filed as: UNION BANK OF CALIFORNIA Service code 19 · EIN 94-0304228 | Securities Custodian | $18,593 |
GRANDFLOW2+ years Filed as: GRANDFLOW, INC. Service code 36 · EIN 94-3211239 | Direct payment from the plan; Copying... | $11,173 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.05% | 11.78%+1.3pp | 8.32%+4.7pp | 23.90%-10.8pp |
| Employer contribution / active EE | $5,702 | $11,309-49.6% | $30,793-81.5% | $16,539-65.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |