Filed June 18, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 13-3200244 | Discretionary Trustee | $18,749 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $11,698 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $293,167-100.0% | $373,805-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 40.1%-40.1pp | 19.3%-19.3pp | 43.1%-43.1pp |
| Annual return | -99.02% | 8.90%-107.9pp | 9.52%-108.5pp | 259.19%-358.2pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |