| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.4+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $249,685 |
TRUCKER HUSS4+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $59,191 |
RVK, INC.3 years Service code 16 · EIN 93-0910652 | Consulting | $49,700 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $46,330 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $46,069 |
VIGILANT SERVICES, INC.3 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $44,241 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $33,162 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $12,859 |
PROPEL INSURANCE4+ years Service code 22 · EIN 91-0830024 | Insurance Broker | $10,434 |
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 | $22,177-100.0% | $148,425-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 35.1%-35.1pp | 14.6%-14.6pp |
| Annual return | -5.32% | 1.79%-7.1pp | 38.14%-43.5pp | 10.56%-15.9pp |
| Employer contribution / active EE | $2,645 | $8,760-69.8% | $34,245-92.3% | $13,643-80.6% |
| Participant deferral / active EE | $0 | $223-100.0% | $185-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,131-100.0% | $10,234-100.0% | $3,354-100.0% |