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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $91,478 |
PNC BANK, N.A.9+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $18,276 |
PAYCOR, INC.8 years Service code 15 · EIN 31-1299990 | Recordkeeping | $15,399 |
MAILLIE LLP5 years Service code 10 · EIN 23-1518888 | Accounting | $14,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $431,983-100.0% | $431,983-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 66.7%-66.7pp | 55.9%-55.9pp |
| Annual return | -0.76% | 9.67%-10.4pp | 9.65%-10.4pp | 24.44%-25.2pp |
| Employer contribution / active EE | $0 | $51,524-100.0% | $50,020-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,013-100.0% |