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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $153,922 |
RVK, INC.3+ years Filed as: RVK, INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $58,563 |
PINNACLE ASSOCIATES LTD3+ years Filed as: PINNACLE ASSOC. LTD Service code 28 · EIN 13-3220717 | Investment Management | $54,039 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $49,386 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $39,168 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 28 · EIN 52-2391973 | Investment Management | $33,044 |
Service code 29 · EIN 91-0889948 | Legal | $30,000 |
TREMPER & CO. LLP3+ years Service code 10 · EIN 91-0872222 | Accounting | $12,800 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | 5.40% | -0.95%+6.4pp | -0.67%+6.1pp | -0.69%+6.1pp |
| Employer contribution / active EE | $42,186 | $18,555+127.4% | $31,731+33.0% | $16,786+151.3% |
| Participant deferral / active EE | $1,266 | $1,384-8.5% | $473+167.4% | $525+141.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |