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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $63,996 |
VERUS7+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 | Pension Consulting | $58,000 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $48,895 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $28,129 |
MELISSA W. COOK & ASSOCIATES7+ years Service code 29 · EIN 95-3245809 | Legal | $27,842 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH + BROWN Service code 10 · EIN 22-2027092 | Accounting | $13,566 |
ULLICO7+ years Filed as: UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $11,496 |
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Employer contribution per participant 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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -14.81% | 23.41%-38.2pp | -11.06%-3.8pp | 23.41%-38.2pp |
| Employer contribution / active EE | $2,962 | $12,650-76.6% | $55,362-94.6% | $12,650-76.6% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |