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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $48,611 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $28,800 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $25,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INVESTMENT TRUST Service code 21 · EIN 41-1650794 | Bank Trustee | $17,169 |
DENIS REED1+ years Service code 29 · EIN 42-0527044 | Legal | $16,031 |
LWBJ, LLP1+ years Service code 10 · EIN 42-1462849 | Accounting | $13,800 |
JAMES V GALLERY AND ASSOCIATES1+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.83% | -1.83%+1.0pp | -1.61%+0.8pp | 2.81%-3.6pp |
| Employer contribution / active EE | $6,643 | $9,208-27.8% | $30,840-78.5% | $16,358-59.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |