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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS, INC. Service code 27 · EIN 13-3451974 | Advisory (Plan) | $152,657 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675640 | Plan Administrator | $147,358 |
CAP FINANCIAL PARTNERS, LLC3+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $133,792 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $130,710 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $111,116 |
Filed as: HUGHES, PITTMAN& GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $36,200 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.39% | 15.82%-2.4pp | 16.78%-3.4pp | 17.84%-4.5pp |
| Employer contribution / active EE | $70,209 | $19,885+253.1% | $26,328+166.7% | $14,688+378.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |