| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.4+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $304,927 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $81,720 |
RVK, INC.3 years Service code 16 · EIN 93-0910652 | Consulting | $66,740 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $50,013 |
VIGILANT SERVICES, INC.4+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 50 · EIN 02-0507414 | Direct Payment | $41,353 |
TRUCKER HUSS4+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $28,976 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $27,411 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $11,415 |
ENTERPRISE BANK & TRUST1 year Filed as: KAYE SMITH ENTERPRISE INC. Service code 49 · EIN 93-0523003 | Other Services | $11,113 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,197-100.0% | $148,425-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 35.1%-35.1pp | 4.7%-4.7pp |
| Annual return | -6.51% | -0.69%-5.8pp | 38.14%-44.6pp | -0.69%-5.8pp |
| Employer contribution / active EE | $364,559 | $16,786+2071.8% | $34,245+964.5% | $16,786+2071.8% |
| Participant deferral / active EE | $0 | $525-100.0% | $185-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |