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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $186,503 |
GRAY CO GLOBAL ADVISORS2+ years Service code 27 · EIN 58-2116514 | Advisory (Plan) | $151,563 |
TIBURON CAPITAL MANAGEMENT2+ years Service code 28 · EIN 27-1236512 | Investment Management | $144,411 |
Service code 28 · EIN 20-0626809 | Investment Management | $107,454 |
Service code 28 · EIN 47-4122178 | Investment Management | $99,789 |
PRECIOSA LAVRADOR2+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $98,543 |
BARBARA GILL2+ years Filed as: BARBARA SMALL Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $84,176 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $83,530 |
OXFELD COHEN PC1 year Filed as: OXFELD COHEN Service code 29 · EIN 01-0725849 | Legal | $76,419 |
JERRY VITA2+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $75,977 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 9.50% | 6.13%+3.4pp | 4.74%+4.8pp | 9.19%+0.3pp |
| Employer contribution / active EE | $2,663 | $10,206-73.9% | $36,089-92.6% | $12,608-78.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |