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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC2+ years Service code 28 · EIN 41-2212501 | Investment Management | $55,506 |
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $39,735 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $21,127 |
Service code 28 · EIN 54-1947440 | Investment Management | $12,545 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $176,816-100.0% | $176,816-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 39.2%-39.2pp | 45.6%-45.6pp |
| Annual return | 3.29% | 2.97%+0.3pp | 2.89%+0.4pp | 4.16%-0.9pp |
| Employer contribution / active EE | $0 | $44,301-100.0% | $39,831-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $478-100.0% | $478-100.0% | $21,465-100.0% |