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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $202,974 |
ASSOCIATED TRUST COMPANY, N.A.8+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $155,087 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $125,218 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $95,304 |
GOLDMAN SACHS4 years Filed as: CORBIN CAPITAL PARTNERS, L.P Service code 28 · EIN 30-0299433 | Investment Management | $87,933 |
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $80,020 |
REINHART BOERNER VAN DEUREN S.C.8+ years Service code 29 · EIN 39-1126909 | Legal | $70,888 |
Service code 28 · EIN 20-0292745 | Investment Management | $64,944 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $61,250 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, STE 1300W · BETHESDA, MD 20814 | Investment Management | $52,189 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.80% | -7.95%-2.8pp | -5.85%-5.0pp | 23.41%-34.2pp |
| Employer contribution / active EE | $9,371 | $13,972-32.9% | $31,839-70.6% | $12,650-25.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |