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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $794,568 |
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 26-4310632 | Investment Management | $358,679 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $330,153 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SVCS., LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $192,091 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 20-2721676 | Investment Management | $84,894 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN, PLLC Service code 65 · EIN 38-1357951 | Account Maintenance | $19,500 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 6.19% | 9.71%-3.5pp | 32.33%-26.1pp | 9.11%-2.9pp |
| Employer contribution / active EE | $10,965 | $7,317+49.9% | $33,964-67.7% | $12,231-10.4% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |