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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA · NEW YORK, NY 10119 | Actuarial | $124,309 |
Service code 29 · EIN 22-2353673 100 NASSAU PARK BLVD · PRINCETON, NJ 08543 | Legal | $18,438 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $7,750 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $7,169 |
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Annual investment return 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 | $362,190-100.0% | $362,190-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 27.5%-27.5pp | 20.3%-20.3pp | 34.1%-34.1pp |
| Annual return | 1.50% | 77.19%-75.7pp | 64.23%-62.7pp | 13.02%-11.5pp |
| Employer contribution / active EE | $10,568 | $36,358-70.9% | $31,311-66.2% | $34,257-69.1% |
| Participant deferral / active EE | $0 | $274-100.0% | $251-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $39,117-100.0% |