| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.8+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $320,503 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $91,180 |
RVK, INC.7 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
VIGILANT SERVICES, INC.8+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
TRUCKER HUSS8+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $40,262 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 51 · EIN 02-0507414 | Investment Mgmt Fees | $31,287 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $28,600 |
WELLS FARGO BANK, N.A.3 years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $27,078 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 | Direct payment from the plan; Custodi... | $21,381 |
PROPEL INSURANCE8+ years Service code 23 · EIN 91-0830024 | Insurance services; Insurance brokera... | $20,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | -9.60% | -6.11%-3.5pp | -6.07%-3.5pp | -5.25%-4.4pp |
| Employer contribution / active EE | $60,674 | $14,192+327.5% | $37,389+62.3% | $15,161+300.2% |
| Participant deferral / active EE | $0 | $331-100.0% | $182-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |