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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $31,202 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $27,800 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $23,598 |
LWBJ, LLP3+ years Service code 10 · EIN 42-1462849 | Accounting | $14,600 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INVESTMENT TRUST Service code 21 · EIN 41-1650794 | Bank Trustee | $12,783 |
JAMES V GALLERY AND ASSOCIATES3+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
DENIS REED3+ years Service code 29 · EIN 42-0527044 | Legal | $8,000 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 12.67% | 11.09%+1.6pp | 8.32%+4.3pp | 13.95%-1.3pp |
| Employer contribution / active EE | $7,739 | $10,980-29.5% | $30,793-74.9% | $16,598-53.4% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |