Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $61,731 |
INGHAM & COMPANY1+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $44,881 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $27,918 |
MADISON INVESTMENT ADVISORS1+ years Service code 28 · EIN 39-1194160 | Investment Management | $20,064 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $17,658 |
WILLIAM G. LAJOIE, PC1+ years Service code 10 · EIN 84-1001549 | Accounting | $14,140 |
NORTHCOAST ASSET MANAGEMENT1+ years Service code 28 6 GLENVILLE STREET · GREENWICH, CT 06831 | Investment Management | $13,305 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 | Investment Management | $11,047 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 28 · EIN 51-0294065 | Investment Management | $9,123 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 04-3726983 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -3.87% | 0.06%-3.9pp | -0.81%-3.1pp | -0.60%-3.3pp |
| Employer contribution / active EE | $46,763 | $14,206+229.2% | $38,425+21.7% | $12,272+281.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |