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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $81,051 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $69,578 |
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $63,695 |
LOGAN CIRCLE PARTNERS, LP3+ years Service code 28 · EIN 20-8262386 | Investment Management | $58,552 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $53,350 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INTL OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $30,749 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $9,000 |
BLACKROCK3+ years Filed as: BLACKROCK INST TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $4,122 |
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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 | $44,091-100.0% | $413,253-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 40.8%-40.8pp | 4.5%-4.5pp |
| Annual return | 15.36% | 13.95%+1.4pp | 8.55%+6.8pp | 13.95%+1.4pp |
| Employer contribution / active EE | $49,817 | $16,598+200.1% | $55,494-10.2% | $16,598+200.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $122-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $160,808-100.0% | $612-100.0% |