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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $739,946 |
Service code 28 · EIN 95-2705767 | Investment Management | $228,529 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,601 |
FIRST STATE TRUST COMPANY6 years Service code 21 · EIN 13-3124172 | Bank Trustee | $43,113 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 2.84% | 8.46%-5.6pp | 9.82%-7.0pp | 8.76%-5.9pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,322-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |