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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 88-6010564 | Contract Administrator | $59,642 |
VERUS2+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $41,167 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $37,555 |
Service code 23 · EIN 36-1436000 1 POLARIS WAY · ALISO VIEJO, CA 92656 | Insurance services | $23,198 |
US BANK2+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $19,077 |
MELISSA W. COOK & ASSOCIATES2+ years Service code 29 · EIN 95-3245809 | Legal | $13,859 |
ULLICO2+ years Filed as: UNION BANK Service code 21 | Bank Trustee | $8,086 |
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Annual investment return 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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 11.77% | 14.13%-2.4pp | 8.93%+2.8pp | 23.90%-12.1pp |
| Employer contribution / active EE | $6,831 | $10,974-37.8% | $43,470-84.3% | $16,539-58.7% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |