Filed March 13, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $1,034,544 |
TUCKER ARENSBERG3 years Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $144,215 |
VITECH SYSTEMS GROUP10+ years Service code 16 · EIN 13-3785492 | Consulting | $137,354 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $85,000 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Investment management fees paid indir... | $84,189 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $71,163 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST GLOBAL INVESTMENTS Service code 28 · EIN 45-6138589 | Investment Management | $69,957 |
FRANISCO PARTNERS2 years Service code 28 · EIN 94-3339666 | Investment Management | $64,044 |
EBONY DOZIER3 years Service code 30 · EIN 52-6073909 | Employee (plan); Other services | $60,118 |
MAUDELINE QUARRIE7 years Service code 30 · EIN 52-6073909 | Other services; Employee (plan) | $54,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,164 | $63,356-58.7% | $102,437-74.5% | $106,553-75.4% |
| Participation rate | 94.8% | 84.3%+10.5pp | 74.5%+20.2pp | 69.8%+24.9pp |
| Annual return | 8.30% | 14.77%-6.5pp | 24.95%-16.6pp | 17.37%-9.1pp |
| Employer contribution / active EE | $1,856 | $4,310-56.9% | $3,871-52.1% | $3,359-44.7% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $142 | $110+29.3% | $8,388-98.3% | $80+78.9% |