| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $4,936,478 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $625,056 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $387,284 |
MILLIMAN, INC.1 year Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $78,341 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $57,000 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $36,774 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $22,937 |
BAKER TILLY US, LLP2+ years Service code 10 · EIN 39-0859910 | Accounting | $16,200 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,011 |
STOEL RIVES LLP2+ years Service code 29 · EIN 93-0408771 | Legal | $9,044 |
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 | $0 | $2,703,652-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 22.30% | 33.11%-10.8pp | 7.26%+15.0pp | 33.11%-10.8pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $34,949-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $86-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |