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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675640 | Plan Administrator | $263,500 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $204,386 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $187,355 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC. Service code 27 · EIN 13-3451974 | Advisory (Plan) | $186,849 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $32,389 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.36% | -1.23%-1.1pp | -3.43%+1.1pp | 1.67%-4.0pp |
| Employer contribution / active EE | $7,353 | $11,541-36.3% | $25,607-71.3% | $10,506-30.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |