Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $927,557 |
RUSSELL TRUST COMPANY5 years Service code 21 · EIN 91-1116938 | Bank Trustee | $546,726 |
HAWLEY TROXELL1 year Filed as: HAWLEY TROXELL ENNIS & HAWLEY LLP Service code 29 · EIN 82-0259668 | Legal | $69,416 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $29,600 |
Filed as: REAL ESTATE RESEARCHCORPORATION Service code 17 · EIN 20-0447334 | Pension Consulting | $22,899 |
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 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.1%-43.1pp |
| Annual return | 17.03% | 4.61%+12.4pp | 793.01%-776.0pp | 259.19%-242.2pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |