Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $709,689 |
Service code 28 · EIN 51-0412248 | Investment Management | $325,584 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $277,855 |
OECHSLE INTERNATIONAL ADV3+ years Service code 28 · EIN 04-2929117 | Investment Management | $255,009 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $183,139 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $162,908 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $94,827 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $82,500 |
Filed as: PILLSBURY WINTHROP Service code 29 · EIN 94-1311126 | Legal | $48,504 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $23,000 |
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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 | $14,491,905-100.0% | $308,850-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 48.5%-48.5pp | 5.3%-5.3pp |
| Annual return | 7.15% | 1057.21%-1050.1pp | 14.41%-7.3pp | 1057.21%-1050.1pp |
| Employer contribution / active EE | $14,189 | $14,374-1.3% | $45,283-68.7% | $14,374-1.3% |
| Participant deferral / active EE | $0 | $351-100.0% | $125-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,941-100.0% | $81,210-100.0% |