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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $117,168 |
RVK, INC.9+ years Filed as: RVK, INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $75,795 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $53,187 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $49,380 |
PINNACLE ASSOCIATES LTD9+ years Filed as: PINNACLE ASSOC. LTD Service code 28 · EIN 13-3220717 | Investment Management | $47,525 |
Service code 29 · EIN 91-0889948 | Legal | $30,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 90-0337987 | Investment Management | $23,304 |
TREMPER & CO. LLP9+ years Service code 10 · EIN 91-0872222 | Accounting | $16,735 |
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Participant contribution per participant 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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 13.16% | 8.01%+5.1pp | 8.34%+4.8pp | 7.65%+5.5pp |
| Employer contribution / active EE | $58,366 | $20,177+189.3% | $30,790+89.6% | $20,582+183.6% |
| Participant deferral / active EE | $1,789 | $2,921-38.8% | $252+609.8% | $1,172+52.6% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |