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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $221,995 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,000 |
ULLICO4 years Service code 28 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $63,904 |
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $60,653 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $48,233 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $46,409 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $42,801 |
BLACKROCK6 years Service code 28 · EIN 94-3112180 | Investment Management | $39,413 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $37,396 |
US BANK8+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0304228 | Bank Trustee | $26,757 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.58% | 7.15%-6.6pp | 20.18%-19.6pp | 37.74%-37.2pp |
| Employer contribution / active EE | $6,375 | $13,270-52.0% | $29,108-78.1% | $15,788-59.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |