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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $53,989 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $18,640 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
BROOKWOOD FINANCIAL COMPANY5+ years Service code 52 72 CHERRY HILL DRIVE · BEVERLY, MA 01915 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
COHO PARTNERS, LTD.1 year Service code 52 801 CASSATT ROAD · BERWYN, PA 19312 | Indirect Investment Fees | $0 |
DODGE & COX2 years 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 CAPITAL3 years Filed as: FRONTENAC COMPANY Service code 52 135 S. LASALLE STREET · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
HARDING LOEVNER LP5+ 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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 17.94% | 12.98%+5.0pp | 14.64%+3.3pp | 13.59%+4.4pp |
| Employer contribution / active EE | $73,861 | $16,363+351.4% | $41,831+76.6% | $14,592+406.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |