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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,083,935 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $427,319 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SVCS., LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $409,245 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $266,909 |
Service code 65 · EIN 26-4310632 | Account Maintenance | $266,056 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $42,500 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $20,117 |
Filed as: WILKINS FINSTON FRIEDMAN LAW Service code 29 · EIN 27-5546855 | Legal | $6,062 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 7.08% | 35.98%-28.9pp | 10.75%-3.7pp | 15.63%-8.5pp |
| Employer contribution / active EE | $5,051 | $8,396-39.8% | $35,170-85.6% | $11,476-56.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |