Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $275,695 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $176,449 |
AON CONSULTING2 years Filed as: AON CONSULTING SERVICES Service code 11 1 LIBERTY ST · NEW YORK, NY 10006 | Actuarial | $145,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 9.40% | 21.83%-12.4pp | 8.97%+0.4pp | 21.83%-12.4pp |
| Employer contribution / active EE | $6,307 | $12,237-48.5% | $37,026-83.0% | $12,237-48.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |