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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES7+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 51 · EIN 86-0679109 | Investment Mgmt Fees | $41,512 |
TRI-AD ACTUARIES, INC.7+ years Service code 11 · EIN 95-2887986 | Actuarial | $25,824 |
SELTZER CAPTAIN MCMOHAN VITEK7+ years Service code 29 · EIN 95-2665305 | Legal | $14,454 |
MOSS ADAMS LLP2 years Service code 29 · EIN 91-0189318 | Legal | $12,500 |
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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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -5.28% | -12.59%+7.3pp | -11.06%+5.8pp | -5.25%0pp |
| Employer contribution / active EE | $10,716 | $15,979-32.9% | $55,362-80.6% | $15,161-29.3% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |