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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC8+ years Filed as: MILL CREEK CAPITAL ADVISORS, LLC. Service code 27 · EIN 41-2212501 | Advisory (Plan) | $20,854 |
COWDEN ASSOCIATES, INC.6 years Service code 11 · EIN 25-1750131 | Actuarial | $17,385 |
MATRIX TRUST COMPANY7 years Service code 21 · EIN 75-3182674 | Bank Trustee | $10,499 |
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Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $592,784-100.0% | $565,817-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.4%-44.4pp |
| Annual return | -20.59% | -8.21%-12.4pp | -8.80%-11.8pp | -14.65%-5.9pp |
| Employer contribution / active EE | $16,980 | $47,558-64.3% | $43,463-60.9% | $46,321-63.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |