| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.10+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $345,339 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $125,046 |
TRUCKER HUSS10+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $103,799 |
RVK, INC.9 years Service code 16 · EIN 93-0910652 | Consulting | $57,500 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $29,789 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 51 · EIN 02-0507414 | Investment Mgmt Fees | $29,261 |
WELLS FARGO BANK, N.A.5 years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $26,924 |
VIGILANT SERVICES, INC.10+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $26,250 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 | Direct payment from the plan; Custodi... | $23,630 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $9,878 |
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 | $417,381-100.0% | $417,381-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.7%-43.7pp |
| Annual return | 81.63% | 4.96%+76.7pp | 5.83%+75.8pp | 13.05%+68.6pp |
| Employer contribution / active EE | $0 | $45,547-100.0% | $38,332-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,365-100.0% |