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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $53,022 |
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $18,800 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $13,141 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 51 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Investment Mgmt Fees | $9,109 |
O'SHAUGHNESSY ASSET MANAGEMENT1+ years Service code 51 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Mgmt Fees | $6,633 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT, INC. Service code 51 1101 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Mgmt Fees | $6,357 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $5,039 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
BAIN CAPITAL1+ years Filed as: BAIN CAPITAL LLC Service code 52 · EIN 20-0633962 | Indirect Investment Fees | $0 |
BROOKWOOD FINANCIAL COMPANY1+ years Service code 52 72 CHERRY HILL DRIVE · BEVERLY, MA 01915 | Indirect Investment Fees | $0 |
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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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -3.04% | -0.83%-2.2pp | -0.81%-2.2pp | -7.14%+4.1pp |
| Employer contribution / active EE | $15,422 | $16,035-3.8% | $38,425-59.9% | $14,613+5.5% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |