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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $85,694 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $41,164 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 84-1158905 | Securities Custodian | $24,900 |
CAUSEY DEMGEN & MOORE PC8+ years Service code 10 · EIN 84-1158905 | Accounting | $14,000 |
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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 | $732,694-100.0% | $732,694-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.4%-44.4pp |
| Annual return | -20.01% | -15.17%-4.8pp | -15.18%-4.8pp | -14.65%-5.4pp |
| Employer contribution / active EE | $0 | $70,785-100.0% | $53,321-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |