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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $240,452 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $65,463 |
REICH, ADELL & CVITAN2+ years Service code 29 · EIN 95-3082677 | Legal | $21,999 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $19,267 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $9,962 |
ULLICO1 year Filed as: UNION BANK Service code 18 400 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Custodial (other than securities); Di... | $6,026 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,652 | $221,442-95.2% | $92,233-88.5% | $77,958-86.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.75% | 15.65%-7.9pp | 176.28%-168.5pp | 20.87%-13.1pp |
| Employer contribution / active EE | $420 | $3,226-87.0% | $3,679-88.6% | $2,310-81.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $123 | $210-41.2% | $5,194-97.6% | $97+26.7% |