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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $63,562 |
LOGAN CIRCLE PARTNERS, LP2+ years Service code 28 · EIN 20-8262386 | Investment Management | $26,976 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $21,526 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST INTL OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $18,047 |
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $17,040 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $14,392 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $12,220 |
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $884 |
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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 | $35,636-100.0% | $358,154-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | 8.53% | 7.18%+1.3pp | 2.24%+6.3pp | 7.18%+1.3pp |
| Employer contribution / active EE | $17,345 | $13,095+32.5% | $54,559-68.2% | $13,095+32.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $81-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $6,053-100.0% | $362-100.0% |