Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Service code 21 · EIN 91-1116938 | Bank Trustee | $1,141,751 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, USA Service code 11 · EIN 91-0675641 | Actuarial | $205,063 |
Filed as: REAL ESTATE RESEARCHCORPORATION Service code 17 · EIN 20-0447334 | Pension Consulting | $59,975 |
EIDE BAILLY LLP2 years 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.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 12.68% | 35.86%-23.2pp | 10.53%+2.2pp | 17.84%-5.2pp |
| Employer contribution / active EE | $12,384 | $23,588-47.5% | $29,360-57.8% | $14,688-15.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |