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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $152,870 |
MILL CREEK CAPITAL ADVISORS, LLC1+ years Service code 27 · EIN 41-2212501 | Advisory (Plan) | $136,267 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $109,190 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $95,231 |
MONTGOMERY, MCCRACKEN, WALKER1+ years Filed as: MONTGOMERY, MCCRACKEN, WALKER RHOAD Service code 29 · EIN 23-0888490 | Legal | $47,675 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $9,912 |
THOMAS WHITE INTERNATIONAL1+ years Filed as: THOMAS WHITE INTERNATIONAL, LTD. Service code 28 · EIN 36-3831152 | Investment Management | $5,495 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -0.61% | -0.74%+0.1pp | -1.08%+0.5pp | -0.60%0pp |
| Employer contribution / active EE | $0 | $12,555-100.0% | $35,779-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |