Filed March 26, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK5 years Service code 19 · EIN 31-0841368 | Securities Custodian | $53,265 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $5,775 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -15.04% | -41.92%+26.9pp | -38.86%+23.8pp | -14.65%-0.4pp |
| Employer contribution / active EE | $0 | $40,095-100.0% | $37,752-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |