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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC CAPITAL ADVISERS6 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $32,997 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $30,000 |
Service code 29 · EIN 91-1917286 | Legal | $24,856 |
Filed as: NEEDLES & ASSOCIATES Service code 10 · EIN 51-0435869 | Accounting | $18,142 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $13,635 |
PNC BANK, N.A.8+ years Filed as: BBVA COMPASS BANK Service code 21 · EIN 63-0476286 | Bank Trustee | $5,553 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -11.76% | -4.92%-6.8pp | -5.85%-5.9pp | -5.25%-6.5pp |
| Employer contribution / active EE | $9,989 | $10,994-9.1% | $31,839-68.6% | $15,161-34.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |