| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.1+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $309,043 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN FINANCIAL RISK Service code 28 10000 N CENTRAL EXPRESSWAY STE 1500 · DALLAS, TX 75231 | Investment Management | $203,370 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $192,213 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $140,469 |
TRUCKER HUSS1+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $115,609 |
RVK, INC.1+ years Filed as: RVK Service code 17 · EIN 93-0910652 | Pension Consulting | $83,425 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); Ot... | $81,808 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $66,518 |
VIGILANT SERVICES, INC.1+ years Service code 20 · EIN 93-0877675 | Trustee (individual) | $36,296 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $32,350 |
Annual investment return 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 | $211,396-100.0% | $205,401-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -5.79% | 2.81%-8.6pp | 0.02%-5.8pp | 2.81%-8.6pp |
| Employer contribution / active EE | $7,503 | $16,358-54.1% | $45,513-83.5% | $16,358-54.1% |
| Participant deferral / active EE | $0 | $775-100.0% | $109-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,705-100.0% | $1,639-100.0% |