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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $146,010 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $132,377 |
SPENCER FANE LLP2+ years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $120,036 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $97,094 |
DIANNA CAMPBELL2+ years Service code 30 · EIN 43-6049855 | Employee (plan) | $89,703 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $78,000 |
NOVAK BIRKS, P.C.2+ years Service code 10 · EIN 43-1122456 | Accounting | $54,239 |
JANET A. PANEBIANCO, CPA, PLLC2+ years Filed as: JANET KATOSH Service code 30 · EIN 43-6049855 | Employee (plan) | $47,854 |
TEENA THOMAS2+ years Service code 30 · EIN 43-6049855 | Employee (plan) | $40,578 |
PAMELA A SMITH STRITE2+ years Filed as: PAMELA MUNYON Service code 30 · EIN 43-6049855 | Employee (plan) | $40,231 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 10.77% | 11.50%-0.7pp | 337.46%-326.7pp | 23.90%-13.1pp |
| Employer contribution / active EE | $2,095 | $12,608-83.4% | $20,191-89.6% | $16,539-87.3% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |