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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $76,347 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $64,856 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 84-1158905 | Securities Custodian | $21,399 |
CAUSEY DEMGEN & MOORE PC9+ years Service code 10 · EIN 84-1158905 | Accounting | $14,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $848,047-100.0% | $848,047-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 10.44% | 3.42%+7.0pp | 5.63%+4.8pp | 24.44%-14.0pp |
| Employer contribution / active EE | $0 | $43,854-100.0% | $36,086-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,013-100.0% |