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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $78,708 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $24,521 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $10,386 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $233,564-100.0% | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | - |
| Annual return | 11.98% | 28.83%-16.9pp | 10.53%+1.5pp | - |
| Employer contribution / active EE | $2,735 | $15,177-82.0% | $29,360-90.7% | - |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,273-100.0% | - |