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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $46,268 |
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $15,989 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $13,397 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 51 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Investment Mgmt Fees | $9,870 |
Filed as: DRINKER BIDDLE REATH Service code 29 · EIN 23-1423089 | Legal | $9,433 |
O'SHAUGHNESSY ASSET MANAGEMENT2+ years Service code 51 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Mgmt Fees | $7,071 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK FUND ADVISORS Service code 52 400 HOWARD STREET · SAN FRANCISCO, CA 941052618 | Indirect Investment Fees | $0 |
Service code 52 11988 EL CAMINO REAL, SUITE 600 · SAN DIEGO, CA 92191 | Indirect Investment Fees | $0 |
BROOKWOOD FINANCIAL COMPANY2+ 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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 3.47% | 5.68%-2.2pp | 4.74%-1.3pp | 4.56%-1.1pp |
| Employer contribution / active EE | $12,795 | $16,243-21.2% | $36,089-64.5% | $15,526-17.6% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |