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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS,INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $217,585 |
BLACKROCK5 years Service code 28 · EIN 94-3112180 | Investment Management | $183,838 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $170,374 |
ULLICO3 years Service code 28 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $96,140 |
NEPC, LLC5 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,000 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $72,571 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $60,015 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $47,520 |
US BANK7+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0304228 | Bank Trustee | $34,612 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $31,331 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -0.14% | -8.26%+8.1pp | -5.85%+5.7pp | 2.77%-2.9pp |
| Employer contribution / active EE | $6,057 | $12,543-51.7% | $31,839-81.0% | $15,262-60.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |