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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675640 | Plan Administrator | $269,303 |
RYAN LABS ASSET MANAGEMENT5+ years Filed as: RYAN LABS, INC. Service code 27 · EIN 13-3451974 | Advisory (Plan) | $266,608 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 68-0635051 | Advisory (Plan) | $206,751 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1486745 | Direct payment from the plan; Custodi... | $90,130 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $43,953 |
CAP FINANCIAL PARTNERS, LLC5+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $42,762 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 13.68% | 221.56%-207.9pp | 29.77%-16.1pp | 53.27%-39.6pp |
| Employer contribution / active EE | $7,420 | $12,096-38.7% | $33,607-77.9% | $14,774-49.8% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |