| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.1+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $251,741 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN FINANCIAL RISK MGMT Service code 28 10000 N CENTRAL EXPY STE 1500 · DALLAS, TX 75231 | Investment Management | $157,936 |
PLATTE RIVER CAPITAL LLC1+ years Service code 28 · EIN 20-4970513 | Investment Management | $97,009 |
TRUCKER HUSS1+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $81,507 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Other services; Custodial (other than... | $74,610 |
RVK, INC.1+ years Filed as: RVK Service code 17 · EIN 93-0910652 | Pension Consulting | $49,701 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $49,366 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $37,375 |
VIGILANT SERVICES, INC.1+ years Filed as: VIGILANT SERVICES INC Service code 20 · EIN 93-0877675 | Trustee (individual) | $26,400 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $205,401-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | -4.95% | -0.60%-4.4pp | 0.02%-5.0pp | -0.60%-4.4pp |
| Employer contribution / active EE | $881 | $12,272-92.8% | $45,513-98.1% | $12,272-92.8% |
| Participant deferral / active EE | $0 | $416-100.0% | $109-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,705-100.0% | $717-100.0% |