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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $81,709 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $39,412 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $28,278 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $18,148 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $17,299 |
LSV ASSET MANAGEMENT1 year Filed as: LSV EMERGING MARKETS Service code 28 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $15,000 |
Filed as: FIDUCIARY TRUST INTL' OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $8,450 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $6,667 |
NEPC, LLC7 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $6,667 |
JAMS, INC.1 year Service code 29 · EIN 68-0542699 | Legal | $6,250 |
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 | $15,193 | $241,850-93.7% | $102,412-85.2% | $199,960-92.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.96% | 17.67%-10.7pp | 24.94%-18.0pp | 34.28%-27.3pp |
| Employer contribution / active EE | $418 | $4,253-90.2% | $3,870-89.2% | $3,036-86.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $100 | $288-65.4% | $8,388-98.8% | $269-63.0% |