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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $50,255 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $40,000 |
COHEN & STEERS3+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $38,970 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $24,600 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $7,942 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE ANN Service code 28 · EIN 06-1050034 | Investment Management | $351 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,464 | $221,442-85.8% | $92,240-65.9% | $77,958-59.6% |
| Participation rate | 70.9% | 79.6%-8.7pp | 76.5%-5.6pp | 71.6%-0.8pp |
| Annual return | 6.34% | 15.65%-9.3pp | 176.29%-169.9pp | 20.87%-14.5pp |
| Employer contribution / active EE | $1,959 | $3,226-39.3% | $3,680-46.8% | $2,310-15.2% |
| Participant deferral / active EE | $1,876 | $2,779-32.5% | $3,897-51.9% | $3,537-46.9% |
| Admin fee / account holder | $272 | $210+29.8% | $5,194-94.8% | $97+179.4% |