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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $3,007,124 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $308,693 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,000 |
Service code 29 · EIN 38-1422647 | Legal | $9,607 |
JSC CONSULTING2+ years Service code 16 · EIN 37-1486800 | Consulting | $5,000 |
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Participant 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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.40% | 9.41%-5.0pp | 5.00%-0.6pp | 9.19%-4.8pp |
| Employer contribution / active EE | $10,293 | $8,353+23.2% | $35,918-71.3% | $12,608-18.4% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |