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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $68,374 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $46,730 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $22,405 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $18,741 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $18,141 |
NEPC, LLC1 year Filed as: NEPC, LLC. Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
ULLICO6 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities); Di... | $8,383 |
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 | $14,355 | $76,774-81.3% | $112,263-87.2% | $77,906-81.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -4.15% | -10.25%+6.1pp | 27.49%-31.6pp | 12.16%-16.3pp |
| Employer contribution / active EE | $577 | $3,977-85.5% | $3,636-84.1% | $2,846-79.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $92 | $239-61.3% | $6,410-98.6% | $133-30.3% |