| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Filed as: USA BANK Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $83,083 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN, L.P. Service code 21 · EIN 13-4132953 | Bank Trustee | $62,781 |
ERNST & YOUNG LLP1 year Service code 11 · EIN 34-6565596 | Actuarial | $57,275 |
MILLIMAN, INC.1 year Filed as: MILLMAN INC. Service code 11 10 WEST MARKET STREET · INDIANAPOLIS, IN 46204 | Actuarial | $20,719 |
BERDON LLP1 year Service code 10 · EIN 13-0485070 | Accounting | $20,000 |
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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 5.45% | 9.18%-3.7pp | 380.71%-375.3pp | 9.29%-3.8pp |
| Employer contribution / active EE | $60,576 | $20,046+202.2% | $45,089+34.3% | $15,168+299.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |