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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $67,077 |
KREISCHER MILLER7+ years Service code 10 · EIN 23-1980475 | Accounting | $19,333 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
C-BEN GROUP1 year Filed as: BEN FRANKLIN TECHNOLOGY PARTNERS Service code 52 BUILDING 100 INNOVATION CENTER · PHILADELPHIA, PA 19112 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC6 years Filed as: BLACK ROCK FUND ADVISORS Service code 52 400 HOWARD STREET · SAN FRANCISCO, CA 941052618 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
COHO PARTNERS, LTD.3 years Service code 52 801 CASSATT ROAD · BERWYN, PA 19312 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
FRONTENAC XI PRIVATE CAPITAL5 years Filed as: FRONTENAC COMPANY Service code 52 135 S. LASALLE STREET · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
HARDING LOEVNER LP7+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $319,986-100.0% | $454,052-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 12.90% | 7.47%+5.4pp | 8.95%+4.0pp | 9.30%+3.6pp |
| Employer contribution / active EE | $0 | $54,901-100.0% | $46,559-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |