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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC1+ years Filed as: MILL CREEK ADVISORS, LLC Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $126,304 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $97,917 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $36,697 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 51 · EIN 26-1764456 | Investment Mgmt Fees | $30,101 |
THOMAS WHITE INTERNATIONAL1+ years Filed as: THOMAS WHITE INTERNATIONAL, LTD. Service code 28 · EIN 36-3831152 | Investment Management | $24,678 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 43-1273600 | Investment Management | $24,214 |
Service code 51 · EIN 54-1947440 | Investment Mgmt Fees | $16,846 |
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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 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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 2.42% | 7.64%-5.2pp | 7.98%-5.6pp | 11.88%-9.5pp |
| Employer contribution / active EE | $40,789 | $10,406+292.0% | $23,724+71.9% | $14,612+179.1% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |