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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $58,154 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $20,111 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
BROOKWOOD FINANCIAL COMPANY4+ years Service code 52 72 CHERRY HILL DRIVE · BEVERLY, MA 01915 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
DODGE & COX1 year Filed as: DODGE AND COX FUNDS Service code 52 · EIN 94-1441976 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
FRONTENAC XI PRIVATE CAPITAL2 years Filed as: FRONTENAC COMPANY Service code 52 135 S. LASALLE STREET · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL ADVISORS Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER FUNDS, INC. Service code 52 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | 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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -3.51% | -1.56%-2.0pp | -2.18%-1.3pp | 10.56%-14.1pp |
| Employer contribution / active EE | $43,148 | $15,244+183.0% | $38,751+11.3% | $13,643+216.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |