| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.10+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $299,319 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $85,282 |
TRUCKER HUSS10+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $68,077 |
RVK, INC.9 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $44,847 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $34,471 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 | Custodial (other than securities); Di... | $30,652 |
VIGILANT SERVICES, INC.9 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $26,250 |
WELLS FARGO BANK, N.A.5 years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $19,943 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TR CO. NA Service code 21 · EIN 94-3112180 | Bank Trustee | $15,122 |
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 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 10.12% | 11.15%-1.0pp | 5.83%+4.3pp | 8.21%+1.9pp |
| Employer contribution / active EE | $2,146 | $9,842-78.2% | $38,332-94.4% | $13,841-84.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $165-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |