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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $44,480 |
IUOE LOCAL 1122 years Service code 14 · EIN 45-0546196 | Plan Administrator | $37,888 |
C.S. MCKEE, L.P.2 years Filed as: C.S. MCKEE Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $32,183 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $23,606 |
WILMINGTON TRUST2 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 15 401 EAST 8TH STREET, SUITE 305 · SIOUX FALLS, SD 57103 | Recordkeeping | $14,745 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL Service code 51 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Mgmt Fees | $14,414 |
Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $14,000 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENT ADVISORS Service code 51 1 MAYNARD DR #3200 · PARK RIDGE, NJ 07656 | Investment Mgmt Fees | $10,312 |
HAMMOND AND SHINNERS, P.C.2 years Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $9,470 |
THE SEGAL COMPANY2 years Service code 23 · EIN 13-1975125 | Insurance services | $5,357 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,403 | $81,719-49.3% | $101,248-59.1% | $90,288-54.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 6.76% | 337.64%-330.9pp | 46.47%-39.7pp | 53.97%-47.2pp |
| Employer contribution / active EE | $5,244 | $3,622+44.8% | $3,660+43.3% | $2,524+107.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $145 | $162-10.2% | $5,945-97.6% | $114+27.5% |