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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLMAN, INC. Service code 11 · EIN 91-0675641 | Actuarial | $189,140 |
Filed as: BARLOW, COUGHRAN, MORALES & JOSEPHS Service code 29 · EIN 91-0889948 | Legal | $76,571 |
WILLIAM C. EARHART CO., INC.3 years Service code 13 · EIN 93-0509592 | Contract Administrator | $73,571 |
HALLMARK CAPITAL MANAGEMENT, INC10+ years Service code 28 · EIN 22-3737470 | Investment Management | $56,152 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $25,499 |
IRON MOUNTAIN2 years Service code 49 · EIN 23-2588479 | Other Services | $8,656 |
US BANK10+ years Filed as: US BANK, NA Service code 49 · EIN 31-0841368 | Other Services | $6,689 |
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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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 2.63% | 3.77%-1.1pp | 6.70%-4.1pp | 13.05%-10.4pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,177-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |