| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.8+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $272,055 |
RVK, INC.7 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
TRUCKER HUSS8+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $48,735 |
VIGILANT SERVICES, INC.7 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 | Direct payment from the plan; Custodi... | $31,989 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $31,389 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $28,600 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $23,214 |
WELLS FARGO BANK, N.A.3 years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $20,479 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $14,203 |
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 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | -12.05% | -6.11%-5.9pp | -6.07%-6.0pp | -5.25%-6.8pp |
| Employer contribution / active EE | $1,293 | $14,192-90.9% | $37,389-96.5% | $15,161-91.5% |
| Participant deferral / active EE | $0 | $331-100.0% | $182-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |