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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $28,800 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $27,486 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $25,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INVESTMENT TRUST Service code 21 · EIN 41-1650794 | Bank Trustee | $17,619 |
DENIS REED2+ years Service code 29 · EIN 42-0527044 | Legal | $16,806 |
LWBJ, LLP2+ years Service code 10 · EIN 42-1462849 | Accounting | $14,200 |
JAMES V GALLERY AND ASSOCIATES2+ 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 6.68% | 2.79%+3.9pp | 4.16%+2.5pp | 11.88%-5.2pp |
| Employer contribution / active EE | $8,373 | $10,530-20.5% | $29,966-72.1% | $14,612-42.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |