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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $250,230 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $63,488 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $18,939 |
REICH, ADELL & CVITAN1+ years Service code 29 · EIN 95-3082677 | Legal | $17,388 |
GRANDFLOW1+ years Filed as: GRANDFLOW, INC. Service code 36 · EIN 94-3211239 | Copying and duplicating | $13,058 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $5,485 |
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.
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 | $10,052 | $54,392-81.5% | $84,753-88.1% | $63,975-84.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.84% | 611.38%-613.2pp | 22.78%-24.6pp | 48.65%-50.5pp |
| Employer contribution / active EE | $421 | $2,943-85.7% | $3,574-88.2% | $2,182-80.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $124 | $136-8.7% | $5,333-97.7% | $70+76.0% |