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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $51,096 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $19,353 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
APEX CAPITAL MANAGEMENT1 year Filed as: APEX GROUP LTD Service code 52 | Indirect Investment Fees | $0 |
C-BEN GROUP3 years Filed as: BEN FRANKLIN TECHNOLOGY PARTNERS Service code 52 BUILDING 100 INNOVATION CENTER · PHILADELPHIA, PA 19112 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC9+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
COHO PARTNERS, LTD.5 years Service code 52 801 CASSATT ROAD · BERWYN, PA 19312 | Indirect Investment Fees | $0 |
COMMONGOOD CAPITAL, LLC1 year Service code 52 P.O. BOX 791 · WINTER PARK, FL 32790 | Indirect Investment Fees | $0 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER FUNDS, INC. Service code 52 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Indirect Investment Fees | $0 |
INCOME RESEARCH & MANAGEMENT9+ 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 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 11.59% | 13.43%-1.8pp | 12.68%-1.1pp | 24.44%-12.9pp |
| Employer contribution / active EE | $0 | $48,153-100.0% | $41,609-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |