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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $676,240 |
MONTGOMERY, MCCRACKEN, WALKER4+ years Filed as: MONTGOMERY, MCCRACKEN, WALKER RHOAD Service code 29 · EIN 23-0888490 | Legal | $257,004 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $158,654 |
MILL CREEK CAPITAL ADVISORS, LLC4+ years Service code 27 · EIN 41-2212501 | Advisory (Plan) | $131,934 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $130,769 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 22 · EIN 06-1053228 | Insurance Broker | $45,000 |
Filed as: SMITH ELLIOT KEARNS & COMPANY, LLC Service code 10 · EIN 52-0783985 | Accounting | $9,350 |
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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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -0.53% | -0.62%+0.1pp | -0.67%+0.1pp | -82.67%+82.1pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |