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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC3+ years Service code 28 · EIN 41-2212501 | Investment Management | $81,316 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $41,911 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $25,000 |
PAYCOR, INC.2 years Service code 15 · EIN 31-1299990 | Recordkeeping | $12,915 |
Service code 27 · EIN 54-1947440 | Advisory (Plan) | $11,022 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 27 · EIN 26-1764456 | Advisory (Plan) | $8,611 |
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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 | $413,253-100.0% | $413,253-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.7%-44.7pp | 40.8%-40.8pp | 45.9%-45.9pp |
| Annual return | 12.80% | 8.43%+4.4pp | 8.55%+4.2pp | 10.21%+2.6pp |
| Employer contribution / active EE | $319,375 | $57,036+459.9% | $55,494+475.5% | $42,272+655.5% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |