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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD ADVISORS Service code 51 · EIN 23-2811930 | Investment Mgmt Fees | $117,147 |
BENEFIT PROGRAMS ADMINISTRATION10+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $90,132 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $67,674 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $22,400 |
BROWNSTEIN RASK LLP10+ years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 | Legal | $15,225 |
THE BANK OF NEW YORK MELLON8 years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $8,513 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $937,755-100.0% | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | - |
| Annual return | 6.74% | 72.14%-65.4pp | 10.53%-3.8pp | - |
| Employer contribution / active EE | $25,897 | $14,822+74.7% | $26,797-3.4% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $122-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $129-100.0% | - |