| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.9+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $276,258 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $71,522 |
RVK, INC.8 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
TRUCKER HUSS9+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $49,220 |
VIGILANT SERVICES, INC.8 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $43,672 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $33,793 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 | Direct payment from the plan; Custodi... | $27,976 |
WELLS FARGO BANK, N.A.4 years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $20,279 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $15,521 |
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 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | 11.38% | 1.58%+9.8pp | 7.47%+3.9pp | 9.89%+1.5pp |
| Employer contribution / active EE | $2,293 | $9,266-75.3% | $44,557-94.9% | $14,313-84.0% |
| Participant deferral / active EE | $0 | $431-100.0% | $182-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |