| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.5+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $259,196 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $67,774 |
RVK, INC.4 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $46,420 |
VIGILANT SERVICES, INC.4 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $43,628 |
TRUCKER HUSS5+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $35,349 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $34,071 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $12,463 |
PROPEL INSURANCE5+ years Service code 53 · EIN 91-0830024 | Insurance Commissions | $10,435 |
Employer contribution per participant 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 | $17,871-100.0% | $189,344-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.4%-30.4pp | 13.0%-13.0pp |
| Annual return | 13.56% | 8.67%+4.9pp | 11.02%+2.5pp | 13.59%0pp |
| Employer contribution / active EE | $1,072 | $9,810-89.1% | $33,824-96.8% | $14,592-92.7% |
| Participant deferral / active EE | $0 | $161-100.0% | $418-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $4,226-100.0% | $4,088-100.0% | $29,657-100.0% |