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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $43,575 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $22,122 |
ALPINE ASSOCIATES MANAGEMENT INC.10+ years Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
APEX CAPITAL MANAGEMENT2 years Filed as: APEX GROUP LTD Service code 52 | Indirect Investment Fees | $0 |
C-BEN GROUP4 years Filed as: BEN FRANKLIN TECHNOLOGY PARTNERS Service code 52 BUILDING 100 INNOVATION CENTER · PHILADELPHIA, PA 19112 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
COHO PARTNERS, LTD.6 years Service code 52 801 CASSATT ROAD · BERWYN, PA 19312 | Indirect Investment Fees | $0 |
COMMONGOOD CAPITAL, LLC2 years Service code 52 P.O. BOX 791 · WINTER PARK, FL 32790 | Indirect Investment Fees | $0 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 52 100 FEDERAL STREET · BOSTON, MA 02110 | Indirect Investment Fees | $0 |
JOHCM (USA) INC.8 years Filed as: JO HAMBRO CAPITAL MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
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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 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 8.12% | 9.15%-1.0pp | 9.17%-1.1pp | 13.05%-4.9pp |
| Employer contribution / active EE | $1,573 | $46,886-96.6% | $40,523-96.1% | $37,664-95.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |