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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $192,529 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $125,121 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $123,985 |
WILLIAM BLAIR2+ years Filed as: WILLIAM MANGIN Service code 14 · EIN 51-6033290 | Plan Administrator | $84,066 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $72,750 |
JOHNSON & KROL, LLC2+ years Service code 29 · EIN 36-4342024 | Legal | $66,989 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $57,257 |
MARY MCMULLIN2+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $53,407 |
GREAT LAKES ADVISORS, LLC2+ years Service code 28 · EIN 80-0292839 | Investment Management | $53,106 |
JAMES A. REICHERT2+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $31,824 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.27% | 3.49%+3.8pp | 4.16%+3.1pp | 7.18%+0.1pp |
| Employer contribution / active EE | $16,622 | $11,083+50.0% | $29,966-44.5% | $13,095+26.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |