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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $70,895 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH + BROWN Service code 10 · EIN 22-2027092 | Accounting | $70,767 |
VERUS10+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 | Pension Consulting | $65,000 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $64,410 |
KENNEDY LAW FIRM3 years Filed as: KENNEDY LAW Service code 29 · EIN 82-4975249 | Legal | $36,428 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $32,988 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $16,200 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $202,856-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 9.73% | 10.77%-1.0pp | 10.21%-0.5pp | 10.77%-1.0pp |
| Employer contribution / active EE | $6,599 | $15,292-56.8% | $37,040-82.2% | $15,292-56.8% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $95-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $2,923-100.0% | - |