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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $58,050 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS Service code 27 · EIN 16-0995736 | Advisory (Plan) | $47,338 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA, N. A. Service code 21 · EIN 94-1687665 | Bank Trustee | $12,738 |
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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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 12.26% | 10.93%+1.3pp | 10.16%+2.1pp | 13.95%-1.7pp |
| Employer contribution / active EE | $3,262 | $10,209-68.1% | $33,192-90.2% | $16,598-80.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |