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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $579,241 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $145,195 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,490 |
K&L GATES4+ years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $11,025 |
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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 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.98% | -4.35%-0.6pp | 4677.09%-4682.1pp | 0.19%-5.2pp |
| Employer contribution / active EE | $26,224 | $11,736+123.5% | $49,501-47.0% | $13,763+90.5% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |