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 |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 88-6010564 | Contract Administrator | $63,996 |
VERUS5+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $58,000 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $41,947 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $28,664 |
MELISSA W. COOK & ASSOCIATES5+ years Service code 29 · EIN 95-3245809 | Legal | $27,249 |
ULLICO5+ years Filed as: UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $10,502 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $6,380 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 6.91% | 11.02%-4.1pp | 1087.39%-1080.5pp | 11.45%-4.5pp |
| Employer contribution / active EE | $2,479 | $20,468-87.9% | $42,245-94.1% | $17,219-85.6% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |