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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $36,547 |
KREISCHER MILLER8+ years Service code 10 · EIN 23-1980475 | Accounting | $20,167 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
C-BEN GROUP2 years Filed as: BEN FRANKLIN TECHNOLOGY PARTNERS Service code 52 BUILDING 100 INNOVATION CENTER · PHILADELPHIA, PA 19112 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC7 years Filed as: BLACK ROCK FUND ADVISORS Service code 52 400 HOWARD STREET · SAN FRANCISCO, CA 941052618 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
COHO PARTNERS, LTD.4 years Service code 52 801 CASSATT ROAD · BERWYN, PA 19312 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
HARDING LOEVNER LP8+ years Filed as: HARDING LOEVNER FUNDS, INC. Service code 52 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Indirect Investment Fees | $0 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 52 100 FEDERAL STREET · BOSTON, MA 02110 | 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 | $827,797-100.0% | $788,447-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -14.33% | -4.32%-10.0pp | -3.21%-11.1pp | -14.65%+0.3pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |