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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC2+ years Service code 27 · EIN 41-2212501 | Advisory (Plan) | $137,129 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $130,337 |
MONTGOMERY, MCCRACKEN, WALKER2+ years Filed as: MONTGOMERY, MCCRACKEN, WALKER RHOAD Service code 29 · EIN 23-0888490 | Legal | $105,645 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $89,638 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $85,551 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 5.60% | 4.82%+0.8pp | 3.97%+1.6pp | 7.18%-1.6pp |
| Employer contribution / active EE | $0 | $12,725-100.0% | $28,168-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |