| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.3+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $304,079 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $88,375 |
RVK, INC.2 years Service code 16 · EIN 93-0910652 | Consulting | $66,740 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $47,185 |
VIGILANT SERVICES, INC.3+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 50 · EIN 02-0507414 | Direct Payment | $33,918 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $28,749 |
TRUCKER HUSS3+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $27,264 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $26,954 |
PROPEL INSURANCE3+ years Service code 53 · EIN 91-0830024 | Insurance Commissions | $11,486 |
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 | $44,091-100.0% | $105,260-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 21.7%-21.7pp | 4.5%-4.5pp |
| Annual return | 12.65% | 13.95%-1.3pp | 9.21%+3.4pp | 13.95%-1.3pp |
| Employer contribution / active EE | $18,639 | $16,598+12.3% | $35,088-46.9% | $16,598+12.3% |
| Participant deferral / active EE | $0 | $511-100.0% | $163-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $4,019-100.0% | $612-100.0% |