| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.9+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $322,452 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $138,455 |
TRUCKER HUSS9+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $56,516 |
VIGILANT SERVICES, INC.9+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $45,000 |
RVK, INC.8 years Service code 16 · EIN 93-0910652 | Consulting | $43,125 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $33,848 |
WELLS FARGO BANK, N.A.4 years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $26,539 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 | Direct payment from the plan; Custodi... | $24,537 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 51 · EIN 02-0507414 | Investment Mgmt Fees | $17,180 |
PROPEL INSURANCE9+ years Service code 23 · EIN 91-0830024 | Insurance services; Insurance brokera... | $9,691 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,452-100.0% | $381,452-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 33.3%-33.3pp | 55.8%-55.8pp |
| Annual return | 9.80% | 8.63%+1.2pp | 7.47%+2.3pp | 24.44%-14.6pp |
| Employer contribution / active EE | $0 | $53,313-100.0% | $44,557-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $3,849-100.0% | $3,849-100.0% | $22,013-100.0% |