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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 88-6010564 | Contract Administrator | $57,850 |
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $43,000 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $28,500 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $17,568 |
MELISSA W. COOK & ASSOCIATES1+ years Service code 29 · EIN 95-3245809 | Legal | $12,562 |
ULLICO1+ years Filed as: UNION BANK Service code 21 | Bank Trustee | $6,477 |
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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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 7.81% | 5.83%+2.0pp | 4.07%+3.7pp | 7.18%+0.6pp |
| Employer contribution / active EE | $6,374 | $11,683-45.4% | $45,149-85.9% | $13,095-51.3% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |