Filed March 26, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $41,867 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $24,474 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -5.93% | -2.89%-3.0pp | -102.04%+96.1pp | 10.56%-16.5pp |
| Employer contribution / active EE | $11,826 | $14,715-19.6% | $36,232-67.4% | $13,643-13.3% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |