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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC1+ years Service code 28 · EIN 41-2212501 | Investment Management | $91,060 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $59,210 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $25,000 |
ADP BROKER-DEALER1+ years Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,735 |
THOMAS WHITE INTERNATIONAL1+ years Filed as: THOMAS WHITE INTERNATIONAL, LTD. Service code 27 · EIN 36-3831152 | Advisory (Plan) | $18,002 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Service code 27 · EIN 27-2347077 | Advisory (Plan) | $14,247 |
Service code 27 · EIN 54-1947440 | Advisory (Plan) | $14,228 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $12,560 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 27 · EIN 26-1764456 | Advisory (Plan) | $10,728 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $5,942 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $304,959-100.0% | $296,643-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.9%-48.9pp | 44.4%-44.4pp | 48.7%-48.7pp |
| Annual return | -0.61% | -1.51%+0.9pp | -18.97%+18.4pp | -2.16%+1.6pp |
| Employer contribution / active EE | $0 | $56,375-100.0% | $54,628-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $78-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |