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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $83,372 |
THE WAGNER LAW GROUP4 years Service code 29 · EIN 04-3323315 | Legal | $72,669 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $29,749 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $26,668 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $22,666 |
Filed as: INVESTMENT PERFORMANCE SVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $20,000 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C Service code 28 · EIN 58-2364506 | Investment Management | $13,359 |
Service code 28 · EIN 84-3937993 | Investment Management | $11,220 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $7,842 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,374 | $105,028-84.4% | $107,187-84.7% | $100,573-83.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 8.70% | 10.61%-1.9pp | 204.55%-195.9pp | 18.89%-10.2pp |
| Employer contribution / active EE | $443 | $5,641-92.1% | $3,782-88.3% | $3,763-88.2% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $129 | $355-63.5% | $9,162-98.6% | $454-71.5% |