Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 21 · EIN 91-1116938 | Bank Trustee | $1,140,953 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, USA Service code 11 · EIN 91-0675641 | Actuarial | $334,498 |
Service code 17 · EIN 20-0447334 | Pension Consulting | $61,075 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,650 |
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 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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 7.44% | 28.71%-21.3pp | 7.98%-0.5pp | 9.19%-1.8pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |