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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC4+ years Service code 28 · EIN 41-2212501 | Investment Management | $83,357 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $47,011 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $25,000 |
Service code 27 · EIN 54-1947440 | Advisory (Plan) | $14,220 |
PAYCOR, INC.3 years Service code 15 · EIN 31-1299990 | Recordkeeping | $13,760 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $11,279 |
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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 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -5.34% | 1.21%-6.6pp | 1.09%-6.4pp | -82.67%+77.3pp |
| Employer contribution / active EE | $450,000 | $59,814+652.3% | $57,621+681.0% | $43,771+928.1% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |