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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $159,369 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $67,137 |
REICH, ADELL & CVITAN3+ years Service code 29 · EIN 95-3082677 | Legal | $34,554 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $20,549 |
GRANDFLOW3+ years Filed as: GRANDFLOW, INC. Service code 36 · EIN 94-3211239 | Direct payment from the plan; Copying... | $16,450 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $9,176 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $6,546 |
ULLICO2 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Direct payment from the plan; Custodi... | $6,481 |
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 | $12,233 | $60,396-79.7% | $83,831-85.4% | $75,289-83.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 6.79% | 3.84%+2.9pp | 850.99%-844.2pp | -0.04%+6.8pp |
| Employer contribution / active EE | $510 | $3,343-84.7% | $3,631-86.0% | $2,405-78.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $120 | $141-15.2% | $5,479-97.8% | $102+17.1% |