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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675640 | Plan Administrator | $176,815 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC. Service code 27 · EIN 13-3451974 | Advisory (Plan) | $148,821 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; D... | $136,579 |
CAP FINANCIAL PARTNERS, LLC2+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $131,643 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $111,894 |
Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $17,600 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.33% | 6.04%-0.7pp | 5.44%-0.1pp | 9.19%-3.9pp |
| Employer contribution / active EE | $7,923 | $12,925-38.7% | $25,481-68.9% | $12,608-37.2% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |