| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,213 |
INGHAM & COMPANY1+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $22,806 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $14,115 |
MADISON INVESTMENT ADVISORS1+ years Service code 28 · EIN 39-1194160 | Investment Management | $10,144 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $9,444 |
WILLIAM G. LAJOIE, PC1+ years Service code 10 · EIN 84-1001549 | Accounting | $7,594 |
NORTHCOAST ASSET MANAGEMENT1+ years Service code 28 6 GLENVILLE STREET · GREENWICH, CT 06831 | Investment Management | $6,727 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 | Investment Management | $5,585 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 04-3726983 | Investment Management | $0 |
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 | $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 | -3.72% | -1.13%-2.6pp | -0.81%-2.9pp | 2.81%-6.5pp |
| Employer contribution / active EE | $7,522 | $14,981-49.8% | $38,425-80.4% | $16,358-54.0% |
| 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% |