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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON5+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $78,532 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $75,936 |
Service code 29 · EIN 95-2077781 | Legal | $52,965 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $51,507 |
RVK, INC.5+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $31,827 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $12,223 |
TRANSOMATIC CORPORATION4 years Service code 15 · EIN 54-2103755 | Recordkeeping | $7,949 |
ISSI4 years Service code 15 · EIN 23-2182079 | Recordkeeping | $6,758 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,244-100.0% | $445,290-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.8%-31.8pp | 2.8%-2.8pp |
| Annual return | 11.05% | 16.32%-5.3pp | 11.97%-0.9pp | 16.32%-5.3pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $37,298-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $23-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,503-100.0% | $127-100.0% |