Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $680,198 |
Service code 28 · EIN 51-0412248 | Investment Management | $336,176 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $311,356 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $253,467 |
EATON VANCE1 year Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $240,073 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $198,758 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $113,684 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,566 |
Filed as: PILLSBURY WINTHROP LLP Service code 29 · EIN 94-1311126 | Legal | $53,024 |
Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
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Employer contribution per participant 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 | $7,764,297-100.0% | $1,035,159-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -2.96% | -1.95%-1.0pp | -61.72%+58.8pp | -1.95%-1.0pp |
| Employer contribution / active EE | $147 | $9,243-98.4% | $47,703-99.7% | $9,243-98.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $135-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $5,792-100.0% | $62,356-100.0% |