Filed February 3, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $761,638 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $406,478 |
Service code 28 · EIN 51-0412248 | Investment Management | $344,697 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $331,617 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $212,925 |
EATON VANCE2 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $168,300 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $123,943 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $104,544 |
Filed as: PILLSBURY WINTHROP LLP Service code 29 · EIN 94-1311126 | Legal | $100,412 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $25,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $894,319,009-100.0% | $346,182-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 8.43% | 24.48%-16.1pp | 13.48%-5.1pp | 24.48%-16.1pp |
| Employer contribution / active EE | $5,246 | $9,418-44.3% | $47,067-88.9% | $9,418-44.3% |
| Participant deferral / active EE | $0 | $501-100.0% | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $14,572-100.0% | $2,968,729-100.0% |