| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.2+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $322,076 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES, LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $107,567 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $83,604 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN FINANCIAL RISK Service code 28 10000 N CENTRAL EXPRESSWAY STE 1500 · DALLAS, TX 75231 | Investment Management | $79,283 |
RVK, INC.1 year Service code 16 · EIN 93-0910652 | Consulting | $66,740 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 51 · EIN 02-0507414 | Investment Mgmt Fees | $63,898 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $62,278 |
TRUCKER HUSS2+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $47,514 |
VIGILANT SERVICES, INC.2+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $41,250 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $26,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | 4.47% | 11.88%-7.4pp | 2.04%+2.4pp | 11.88%-7.4pp |
| Employer contribution / active EE | $19,440 | $14,612+33.0% | $57,418-66.1% | $14,612+33.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |