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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION4+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $80,496 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $48,172 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISORS Service code 51 · EIN 23-2811930 | Investment Mgmt Fees | $46,416 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $24,814 |
BROWNSTEIN RASK LLP4+ years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 | Legal | $15,882 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $8,148 |
Filed as: RICHARDSON WRIGHT LLP Service code 29 SUITE 470 FOX TOWER 805 SW BROADWAY · PORTLAND, OR 97205 | Legal | $6,034 |
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Annual investment return 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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -6.59% | -1.43%-5.2pp | -0.70%-5.9pp | -0.69%-5.9pp |
| Employer contribution / active EE | $13,762 | $25,105-45.2% | $28,903-52.4% | $16,786-18.0% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |