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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $54,804 |
OECHSLE INTERNATIONAL ADV2+ years Filed as: OECHSLE INTERNATIONAL ADVISORS LLC Service code 28 · EIN 04-2929117 | Investment Management | $29,309 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $28,302 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $23,589 |
PENSION LIVE, LLC2+ years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 | Actuarial | $15,015 |
CAUSEY DEMGEN & MOORE PC2+ years Service code 10 · EIN 84-1158905 | Accounting | $13,500 |
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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 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | 6.18% | 0.91%+5.3pp | 4.64%+1.5pp | 4.16%+2.0pp |
| Employer contribution / active EE | $44,357 | $49,989-11.3% | $35,349+25.5% | $42,918+3.4% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |