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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $70,422 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $24,252 |
REICH, ADELL & CVITAN5+ years Service code 29 · EIN 95-3082677 | Legal | $23,814 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $17,976 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $12,236 |
WILLIAM BLAIR1 year Service code 28 · EIN 27-6331814 | Investment Management | $11,339 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $11,059 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $10,000 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $9,093 |
ULLICO4 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities); Di... | $6,913 |
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 | $12,172 | $81,719-85.1% | $101,275-88.0% | $90,274-86.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -4.85% | 337.64%-342.5pp | 46.48%-51.3pp | 53.97%-58.8pp |
| Employer contribution / active EE | $632 | $3,622-82.6% | $3,660-82.7% | $2,523-75.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $77 | $162-52.3% | $5,948-98.7% | $114-32.2% |