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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $189,085 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $77,995 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $57,053 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $55,213 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $49,998 |
REICH, ADELL & CVITAN3+ years Service code 29 · EIN 95-3082667 | Legal | $42,661 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $31,020 |
US BANK3+ years Filed as: UNION BANK OF CALIFORNIA Service code 19 · EIN 94-0304228 | Securities Custodian | $21,676 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $9,245 |
Service code 10 2008 HILLSLAKE DRIVE · EL CAJON, CA 920201018 | Accounting | $8,035 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.83% | 4.25%+4.6pp | -752.26%+761.1pp | 0.19%+8.6pp |
| Employer contribution / active EE | $4,910 | $11,906-58.8% | $31,802-84.6% | $13,763-64.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |