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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $56,580 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $32,643 |
CAUSEY DEMGEN & MOORE PC3+ years Service code 10 · EIN 84-1158905 | Accounting | $27,000 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $25,492 |
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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 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 11.30% | 5.61%+5.7pp | 9.84%+1.5pp | 10.21%+1.1pp |
| Employer contribution / active EE | $46,154 | $71,462-35.4% | $50,102-7.9% | $42,272+9.2% |
| Participant deferral / active EE | $0 | $787-100.0% | $612-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |