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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $99,384 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 28 · EIN 51-1714114 | Investment Management | $72,707 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $40,170 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $25,164 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,251 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -8.47% | -2.41%-6.1pp | -38.86%+30.4pp | 23.41%-31.9pp |
| Employer contribution / active EE | $16,065 | $7,691+108.9% | $37,756-57.4% | $12,650+27.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |