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| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING GROUP5+ years Filed as: VALUE ARCHITECTS ASSET MANAGEMENT Service code 28 50 HARRISON STREET · HOBOKEN, NJ 07030 | Investment Management | $81,684 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $10,613 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $6,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $0 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | -2.70% | 9.03%-11.7pp | 90.61%-93.3pp | 9.29%-12.0pp |
| Employer contribution / active EE | $6,306 | $14,065-55.2% | $32,730-80.7% | $15,168-58.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |