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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $46,910 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $26,250 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $14,228 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $13,993 |
SENTINEL REAL ESTATE CORPORATION10+ years Service code 51 · EIN 27-2876245 | Investment Mgmt Fees | $13,816 |
PLATFORM CPAS LLP2 years Filed as: PLATFORM CPA'S LLP Service code 10 · EIN 88-4342576 | Accounting | $12,140 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $11,613 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 3.27% | 9.31%-6.0pp | 15.15%-11.9pp | 9.31%-6.0pp |
| Employer contribution / active EE | $9,749 | $13,179-26.0% | $16,134-39.6% | $13,179-26.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $50-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |