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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $55,530 |
INGHAM & COMPANY1+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $23,579 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $21,436 |
MADISON INVESTMENT ADVISORS1+ years Service code 28 · EIN 39-1194160 | Investment Management | $15,406 |
WILLIAM G. LAJOIE, PC1+ years Service code 10 · EIN 84-1001549 | Accounting | $11,208 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $11,162 |
NORTHCOAST ASSET MANAGEMENT1+ years Service code 28 6 GLENVILLE STREET · GREENWICH, CT 06831 | Investment Management | $10,216 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 | Investment Management | $8,482 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 28 · EIN 51-0294065 | Investment Management | $7,005 |
SHERMAN & HOWARD1+ years Filed as: SHERMAN & HOWARD LLC Service code 29 633 17TH STREET, SUITE 3000 · DENVER, CO 80202 | Legal | $6,370 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | 5.08% | -1.13%+6.2pp | -0.81%+5.9pp | 2.81%+2.3pp |
| Employer contribution / active EE | $15,656 | $14,981+4.5% | $38,425-59.3% | $16,358-4.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |