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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $42,689 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $18,300 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC2 years Filed as: BLACK ROCK FUND ADVISORS Service code 52 400 HOWARD STREET · SAN FRANCISCO, CA 941052618 | Indirect Investment Fees | $0 |
BROOKWOOD FINANCIAL COMPANY3+ years Service code 52 72 CHERRY HILL DRIVE · BEVERLY, MA 01915 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
DIREXION INVESTMENTS1 year Service code 52 P.O. BOX 0701 · MILWAUKEE, WI 532010701 | Indirect Investment Fees | $0 |
DODGE & COX3+ years Filed as: DODGE & COX FUNDS Service code 52 · EIN 94-1441976 | Indirect Investment Fees | $0 |
Filed as: EQUINOXE ALTERMATIVE INV. SERVICES Service code 52 | Indirect Investment Fees | $0 |
Filed as: FRONTENAC COMPANY Service code 52 135 S. LASALLE STREET · CHICAGO, IL 60603 | 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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 14.24% | 11.16%+3.1pp | 10.36%+3.9pp | 10.41%+3.8pp |
| Employer contribution / active EE | $30,739 | $16,610+85.1% | $37,738-18.5% | $14,691+109.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |