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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $67,196 |
VERUS9+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 | Pension Consulting | $65,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH + BROWN Service code 10 · EIN 22-2027092 | Accounting | $64,076 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $62,359 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $36,505 |
KENNEDY LAW FIRM2 years Filed as: KENNEDY LAW Service code 29 · EIN 82-4975249 | Legal | $30,535 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $15,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 16.57% | 8.76%+7.8pp | 8.41%+8.2pp | 8.76%+7.8pp |
| Employer contribution / active EE | $4,493 | $16,664-73.0% | $41,333-89.1% | $16,664-73.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |