| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.6+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $320,913 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $74,412 |
RVK, INC.5 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
TRUCKER HUSS6+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $51,547 |
WELLS FARGO BANK, N.A.1 year Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $48,490 |
VIGILANT SERVICES, INC.6+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $40,780 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $27,750 |
SERVICE PRINTING CO1 year Service code 36 · EIN 91-0830372 | Copying and duplicating; Direct payme... | $13,046 |
PROPEL INSURANCE6+ years Service code 23 · EIN 91-0830024 | Insurance services; Insurance brokera... | $11,694 |
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 | $409,661-100.0% | $411,083-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 30.8%-30.8pp | 1.7%-1.7pp |
| Annual return | 6.19% | 627.08%-620.9pp | 5.50%+0.7pp | 627.08%-620.9pp |
| Employer contribution / active EE | $4,869 | $18,824-74.1% | $28,518-82.9% | $18,824-74.1% |
| Participant deferral / active EE | $0 | $418-100.0% | $818-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $7,663-100.0% | $1,923-100.0% |