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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $76,651 |
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $57,966 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $26,064 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $18,169 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $15,722 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
ULLICO7 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities); Di... | $7,579 |
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 | $14,097 | $88,479-84.1% | $96,538-85.4% | $80,169-82.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -0.42% | 22.53%-22.9pp | 35.74%-36.2pp | 40.39%-40.8pp |
| Employer contribution / active EE | $508 | $4,177-87.8% | $3,740-86.4% | $2,978-82.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $92 | $211-56.4% | $6,737-98.6% | $145-36.4% |