| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.6+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $265,760 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $58,115 |
RVK, INC.5 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
VIGILANT SERVICES, INC.5 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
TRUCKER HUSS6+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $44,226 |
WELLS FARGO BANK, N.A.1 year Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $43,229 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $37,764 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $31,381 |
TRUCKER HUSS2 years Service code 99 | Other Fees | $13,419 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $12,613 |
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.
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 | $24,537-100.0% | $411,083-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.8%-30.8pp | 13.5%-13.5pp |
| Annual return | 7.78% | 2.60%+5.2pp | 5.50%+2.3pp | 9.29%-1.5pp |
| Employer contribution / active EE | $1,086 | $8,096-86.6% | $28,518-96.2% | $15,168-92.8% |
| Participant deferral / active EE | $0 | $193-100.0% | $818-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $3,954-100.0% | $7,663-100.0% | $2,037-100.0% |