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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $143,712 |
MILL CREEK CAPITAL ADVISORS, LLC10+ years Service code 28 · EIN 41-2212501 | Investment Management | $30,371 |
KREISCHER MILLER7 years Service code 10 · EIN 23-1980475 | Accounting | $18,065 |
MATRIX TRUST COMPANY10+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $8,916 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.7%-43.7pp |
| Annual return | 3.33% | 6.79%-3.5pp | 7.19%-3.9pp | 13.05%-9.7pp |
| Employer contribution / active EE | $39,871 | $39,571+0.8% | $35,860+11.2% | $37,652+5.9% |
| Participant deferral / active EE | $0 | $155-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |