Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $558,579 |
Service code 28 · EIN 51-0412248 | Investment Management | $292,451 |
OECHSLE INTERNATIONAL ADV2+ years Service code 28 · EIN 04-2929117 | Investment Management | $242,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $222,488 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $201,411 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $168,347 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $109,659 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,311 |
Filed as: PILLSBURY WINTHROP Service code 29 · EIN 94-1311126 | Legal | $58,172 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $22,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $264,156-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 45.6%-45.6pp | 4.2%-4.2pp |
| Annual return | 2.66% | 10.64%-8.0pp | 4.74%-2.1pp | 10.64%-8.0pp |
| Employer contribution / active EE | $6,208 | $11,561-46.3% | $46,220-86.6% | $11,561-46.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $248-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $12,050-100.0% | $312-100.0% |