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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $106,755 |
RVK, INC.2+ years Filed as: RVK, INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $56,858 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $49,165 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $36,349 |
Service code 29 · EIN 91-0889948 | Legal | $30,000 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 28 · EIN 52-2391973 | Investment Management | $26,779 |
PINNACLE ASSOCIATES LTD2+ years Filed as: PINNACLE ASSOC. LTD Service code 28 · EIN 13-3220717 | Investment Management | $26,725 |
TREMPER & CO. LLP2+ years Service code 10 · EIN 91-0872222 | Accounting | $12,200 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 8.74% | 10.88%-2.1pp | 9.39%-0.7pp | 13.95%-5.2pp |
| Employer contribution / active EE | $35,169 | $18,458+90.5% | $33,466+5.1% | $16,598+111.9% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |