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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC7+ years Filed as: MILL CREEK CAPITAL ADVISORS, LLC. Service code 27 · EIN 41-2212501 | Advisory (Plan) | $23,330 |
MATRIX TRUST COMPANY6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $11,692 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,165-100.0% | $369,410-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 36.6%-36.6pp | 29.4%-29.4pp | 37.6%-37.6pp |
| Annual return | 9.62% | 8.07%+1.5pp | 8.29%+1.3pp | 9.30%+0.3pp |
| Employer contribution / active EE | $15,379 | $44,987-65.8% | $40,774-62.3% | $43,748-64.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,690-100.0% | $4,495-100.0% | $12,596-100.0% |