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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $64,258 |
WILMINGTON TRUST7+ years Service code 19 · EIN 51-0099033 | Securities Custodian | $45,999 |
Service code 28 · EIN 04-2929221 | Investment Management | $29,130 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $23,284 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,024 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 3.86% | 35.98%-32.1pp | 10.75%-6.9pp | 15.63%-11.8pp |
| Employer contribution / active EE | $15,292 | $8,396+82.1% | $35,170-56.5% | $11,476+33.3% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |