Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VERUS4+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $67,667 |
BENESYS, INC.4+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 88-6010564 | Contract Administrator | $64,667 |
MELISSA W. COOK & ASSOCIATES4+ years Service code 29 · EIN 95-3245809 | Legal | $42,414 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $39,485 |
NUWEST INSURANCE SERVICES3 years Service code 23 · EIN 36-1436000 1 POLARIS WAY · ALISO VIEJO, CA 92656 | Insurance services | $11,155 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 2020 CAMINO DEL RIO N,. SUITE 500 · SAN DIEGO, CA 92108 | Accounting | $5,700 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 3.18% | 13.75%-10.6pp | 8.22%-5.0pp | 53.27%-50.1pp |
| Employer contribution / active EE | $3,914 | $13,858-71.8% | $46,636-91.6% | $14,774-73.5% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |