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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC2+ years Service code 28 · EIN 41-2212501 | Investment Management | $82,636 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $55,453 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $31,250 |
THOMAS WHITE INTERNATIONAL2+ years Filed as: THOMAS WHITE INTERNATIONAL, LTD. Service code 27 · EIN 36-3831152 | Advisory (Plan) | $15,157 |
Service code 27 · EIN 54-1947440 | Advisory (Plan) | $11,047 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
PAYCOR, INC.1 year Service code 15 · EIN 31-1299990 | Recordkeeping | $9,970 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 27 · EIN 26-1764456 | Advisory (Plan) | $9,573 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Service code 27 · EIN 27-2347077 | Advisory (Plan) | $8,506 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $204,494-100.0% | $358,154-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 39.7%-39.7pp | 37.4%-37.4pp | 45.6%-45.6pp |
| Annual return | 3.00% | 2.15%+0.8pp | 2.24%+0.8pp | 4.16%-1.2pp |
| Employer contribution / active EE | $44,091 | $53,629-17.8% | $54,559-19.2% | $42,918+2.7% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |